Merrill Investment & Retirement Financial Center

★★★★★5.0 (1) Financial Services San Rafael

Business details

Category
Financial Services · Investment service
Address
1000 4th St, San Rafael, CA 94901
Phone
(415) 257-8600
Website
locations.merrilledge.com
County
Marin 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–6 PM
  • Saturday: 10 AM–1 PM
  • Sunday: Closed

About

Based in San Rafael, Merrill Investment & Retirement Financial Center offers investment and retirement planning guidance for individuals and families across Marin County. Our team helps clients build long-term strategies for saving, investing and preparing for retirement.

We take a professional, personal approach, working with you to understand your goals and point you toward the right next steps. Whether you are just starting to plan or refining an existing portfolio, we aim to make the process clear and approachable.

Serving clients throughout the North Bay, we are glad to talk through your options.

Visit our website to learn more about our services.