Merrill Investment & Retirement Financial Center

Business details

Category
Financial Services · Investment service
Address
921 E Arques Ave, Sunnyvale, CA 94085
Phone
(408) 962-8051
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

Looking for investment guidance in Sunnyvale? Merrill Investment & Retirement Financial Center offers personalized investment and retirement planning for individuals and families across the South Bay.

We help clients build a clear plan for their savings, investments and retirement goals, with guidance tailored to where each person is in life. Our team works closely with you to understand your priorities, so every recommendation fits your goals and your comfort with risk.

We take the time to explain the reasoning behind each step, so you always know where your money stands and why. Whether you're just starting to invest or preparing for retirement, we're here to help you make confident financial decisions.

Visit our website to learn more and get in touch with our team.