Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 2900 El Camino Real, Santa Clara, CA 95051
- Phone
- (408) 418-4900
- 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
At Merrill Investment & Retirement Financial Center, we help Santa Clara families and individuals build a clear path toward their investment and retirement goals. We offer investment services designed to match each client's timeline, comfort with risk and long-term plans.
Our team works with people across Santa Clara and the wider South Bay, from early-career savers to those preparing for retirement. We focus on straightforward guidance, so you understand your options before making decisions about your money.
Whether you are starting to invest or refining an existing strategy, we are glad to help you think through what comes next.
Learn more and get in touch through our website.
Our team works with people across Santa Clara and the wider South Bay, from early-career savers to those preparing for retirement. We focus on straightforward guidance, so you understand your options before making decisions about your money.
Whether you are starting to invest or refining an existing strategy, we are glad to help you think through what comes next.
Learn more and get in touch through our website.