Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 5615 Snell Ave, San Jose, CA 95123
- Phone
- (408) 284-5400
- Website
- locations.merrilledge.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: 9 AM–2 PM
- Sunday: Closed
About
Whether you're saving for a first home or planning the next chapter of retirement, Merrill Investment & Retirement Financial Center offers investment guidance tailored to your goals. Our team in San Jose works with individuals and families across Santa Clara County and the wider South Bay to build plans for long-term growth and financial security.
We focus on investment services and retirement planning, helping you understand your options and make confident decisions about your money at every stage of life. Our approach is to listen first, so we can shape a strategy around your timeline, your comfort with risk and the outcomes that matter most to you.
Visit our website to learn more about the services we offer and to get in touch with our San Jose office.
We focus on investment services and retirement planning, helping you understand your options and make confident decisions about your money at every stage of life. Our approach is to listen first, so we can shape a strategy around your timeline, your comfort with risk and the outcomes that matter most to you.
Visit our website to learn more about the services we offer and to get in touch with our San Jose office.