Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 30 Smith Ranch Rd, San Rafael, CA 94903
- Phone
- (415) 785-2260
- 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
Merrill Investment & Retirement Financial Center is an investment and retirement planning office in San Rafael, serving individuals and families across Marin County. We help clients organize their finances around long-term goals, from building savings and growing investments to preparing for retirement.
Our team focuses on understanding each client's situation so that the guidance we provide fits their priorities and timeline. We offer investment services designed to help clients manage their assets with a clear plan in mind.
Whether you are just starting to invest or are already planning your next stage of life, we are here to talk through your options.
Learn more and get in touch through our website.
Our team focuses on understanding each client's situation so that the guidance we provide fits their priorities and timeline. We offer investment services designed to help clients manage their assets with a clear plan in mind.
Whether you are just starting to invest or are already planning your next stage of life, we are here to talk through your options.
Learn more and get in touch through our website.