Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 1695 Saratoga Ave, San Jose, CA 95129
- Phone
- (408) 352-0940
- 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 is an investment firm serving San Jose and the wider Santa Clara County community, focused on helping clients plan and grow their savings for the long term. We offer investment services designed to match each client's goals, whether that means building wealth, preparing for retirement, or managing assets with care.
Our approach starts with understanding where you are today and where you want to be, so every recommendation reflects your personal priorities. We work with individuals and families across San Jose and the South Bay who want clear guidance on their finances.
Learn more about our services on our website.
Our approach starts with understanding where you are today and where you want to be, so every recommendation reflects your personal priorities. We work with individuals and families across San Jose and the South Bay who want clear guidance on their finances.
Learn more about our services on our website.