Merrill Investment & Retirement Financial Center

Merrill Investment & Retirement Financial Center

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SerdenID : PRO-20260223-30157

About Company

Merrill, a division of Bank of America, provides comprehensive financial advisory and investment services. The company offers personalized investment options, self-directed and guided investing, retirement planning, and a wide range of investment products including stocks, mutual funds, ETFs, bonds, and options. Merrill emphasizes personalized advice and guidance to help clients achieve their financial goals, with tools and resources for financial planning, education, and retirement. The company supports clients with 24/7 availability for help and expert insights, and offers scheduling for appointments with financial advisors. Merrill integrates investing and banking services to provide a connected financial experience for its clients.

Service Category

Financial Planner

Area Served

Fremont

Contact Info

Address

40665 Fremont Blvd, Fremont, CA 94538

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