Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 1310 S Mary Ave, Sunnyvale, CA 94087
- Phone
- (408) 962-6814
- 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
Whether you are planning for retirement or looking to grow your savings, Merrill Investment & Retirement Financial Center provides investment guidance tailored to your goals. We are an investment service based in Sunnyvale, helping individuals and families across Santa Clara County build a clear path toward their financial future.
Our team focuses on understanding where you are today and where you want to be, then shaping a strategy around those priorities. We offer investment and retirement planning support designed to fit your timeline, your comfort with risk and your long-term objectives.
Whether you are just starting to invest or refining an established portfolio, we aim to make each step understandable and manageable.
To get started, call or stop by our office and we will be glad to talk through your financial goals with you.
Our team focuses on understanding where you are today and where you want to be, then shaping a strategy around those priorities. We offer investment and retirement planning support designed to fit your timeline, your comfort with risk and your long-term objectives.
Whether you are just starting to invest or refining an established portfolio, we aim to make each step understandable and manageable.
To get started, call or stop by our office and we will be glad to talk through your financial goals with you.