Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 485 El Camino Real, Santa Clara, CA 95050
- Phone
- (408) 916-0423
- Website
- Searching the web…
- 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: Closed
- Sunday: Closed
About
Based in Santa Clara, Merrill Investment & Retirement Financial Center offers investment services for individuals and families across Santa Clara County. We help clients plan for retirement and build investment strategies that reflect their goals, timeline and comfort with risk.
Our team takes the time to understand where each client stands today and where they want to be in the years ahead. We work with people at every stage of their financial lives, from first investments to preparing for a comfortable retirement.
Whether you are just starting to plan or want a second look at your current portfolio, we are glad to help you think it through.
Contact us by phone or stop by our office to schedule a conversation about your financial future.
Our team takes the time to understand where each client stands today and where they want to be in the years ahead. We work with people at every stage of their financial lives, from first investments to preparing for a comfortable retirement.
Whether you are just starting to plan or want a second look at your current portfolio, we are glad to help you think it through.
Contact us by phone or stop by our office to schedule a conversation about your financial future.