Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 1058 E Brokaw Rd, San Jose, CA 95131
- Phone
- (408) 645-3292
- 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
Merrill Investment & Retirement Financial Center offers investment and retirement planning guidance to individuals and families in San Jose and across Santa Clara County. We help clients build a clear view of where they stand today and where they want to go, with planning that covers investments, retirement income and long-term goals.
Our team works to understand each client's priorities so that the strategies we recommend fit their personal situation and timeline. Whether you are just starting to save or are preparing to transition into retirement, we aim to make the process feel manageable and well explained.
Our South Bay practice serves local professionals, growing families and retirees who want a steady, thoughtful partner for their finances.
Learn more and get in touch through our website.
Our team works to understand each client's priorities so that the strategies we recommend fit their personal situation and timeline. Whether you are just starting to save or are preparing to transition into retirement, we aim to make the process feel manageable and well explained.
Our South Bay practice serves local professionals, growing families and retirees who want a steady, thoughtful partner for their finances.
Learn more and get in touch through our website.