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Merrill Investment & Retirement Financial CenterFinancial advisor in Concord, CA

Merrill Investment & Retirement Financial Center is a financial advisor at 2020 Willow Pass Rd, Concord, CA 94520. Open Monday and Tuesday and Thursday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Merrill Investment & Retirement Financial Center
Address2020 Willow Pass Rd, Concord, CA 94520Get directions
Phone(925) 566-9061
Websitelocations.merrilledge.com
HoursMonday and Tuesday: 9 AM – 5 PM; Thursday and Friday: 9 AM – 5 PM; Saturday: 10 AM – 1 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment AdvisorsGoogle main category

Service area

Serves Concord and 11 towns within 25 miles: Pleasant Hill, Walnut Creek, Bay Point, Clayton, Martinez, Lafayette, Benicia, Alamo, Pittsburg, Orinda and Danville.

Based in Concord, CAView on map

Opening hours

Opening hours for Merrill Investment & Retirement Financial Center
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
WednesdayClosed
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
Saturday10 AM – 1 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Merrill Investment & Retirement Financial Center

What are Merrill Investment & Retirement Financial Center’s hours?

Merrill Investment & Retirement Financial Center is open Monday and Tuesday and Thursday to Saturday. Its listed hours are Monday and Tuesday, 9 AM – 5 PM; Thursday and Friday, 9 AM – 5 PM; Saturday, 10 AM – 1 PM. On Saturdays it is open 10 AM to 1 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Merrill Investment & Retirement Financial Center serve?

Serves Concord and 11 towns within 25 miles: Pleasant Hill, Walnut Creek, Bay Point, Clayton, Martinez, Lafayette, Benicia, Alamo, Pittsburg, Orinda and Danville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Merrill Investment & Retirement Financial Center?

Call Merrill Investment & Retirement Financial Center on (925) 566-9061. The business is at 2020 Willow Pass Rd, Concord, CA 94520. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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