Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 1155 W Steele Ln, Santa Rosa, CA 95403
- Phone
- (707) 293-2148
- Website
- locations.merrilledge.com
- County
- Sonoma 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 offers investment and retirement planning guidance to families and individuals across Santa Rosa and Sonoma County. We help clients build a clear picture of their long-term goals, from saving for retirement to managing investments over time.
Our team works with each client to understand their priorities and tailor a strategy that fits their life and financial situation. We aim to make complex financial topics easier to understand, so every decision feels informed and deliberate.
Whether you are just starting to plan for the future or refining a strategy you already have, we are here to help you move forward with confidence.
Learn more and book a consultation through our website.
Our team works with each client to understand their priorities and tailor a strategy that fits their life and financial situation. We aim to make complex financial topics easier to understand, so every decision feels informed and deliberate.
Whether you are just starting to plan for the future or refining a strategy you already have, we are here to help you move forward with confidence.
Learn more and book a consultation through our website.