Merrill Investment & Retirement Financial Center

Business details

Category
Financial Services · Investment service
Address
6490 Camden Ave, San Jose, CA 95120
Phone
(408) 705-9200
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

Based in San Jose, Merrill Investment & Retirement Financial Center offers investment services to individuals and families across the South Bay. We help clients plan for retirement and build investment strategies suited to their goals, timelines and comfort with risk.

Our team takes the time to understand where you are financially and what you want to achieve, then works with you to shape a plan you can follow. We serve residents throughout San Jose and Santa Clara County, from early-career savers to those preparing for the next stage of life.

Learn more about our services on our website, or stop by to start a conversation about your financial future.