Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 955 El Camino Real, South San Francisco, CA 94080
- Phone
- (650) 827-4620
- Website
- locations.merrilledge.com
- County
- San Mateo 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: 10 AM–2 PM
- Sunday: Closed
About
Merrill Investment & Retirement Financial Center brings together planning, investing and retirement guidance under one roof, so you can see your whole financial picture clearly. We help individuals and families in South San Francisco and across the Peninsula build a plan around their goals, from saving for the future to preparing for retirement.
Our team works with you to understand your priorities and then tailors investment strategies to fit your timeline and comfort with risk. We focus on clear, straightforward conversations, so you always know where your money stands and why each decision matters.
Whether you are just starting to invest or refining an existing retirement strategy, we are here to answer your questions at every stage.
You can learn more and get started through our website, or stop by to talk through your goals with our team.
Our team works with you to understand your priorities and then tailors investment strategies to fit your timeline and comfort with risk. We focus on clear, straightforward conversations, so you always know where your money stands and why each decision matters.
Whether you are just starting to invest or refining an existing retirement strategy, we are here to answer your questions at every stage.
You can learn more and get started through our website, or stop by to talk through your goals with our team.