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Merrill Investment & Retirement Financial CenterFinancial advisor in Cupertino, CA

Merrill Investment & Retirement Financial Center is a financial advisor at 1 Apple Park Way, Cupertino, CA 95014, ranked #4 of 94 investment advisors in Cupertino and rated 2.8 from 10 Google reviews. Open Monday to Friday.

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.

Cupertino, CAUpdated 0 paid placements in any rankingHow we rank

Call (408) 343-4125Website ↗

Key facts

Key facts about Merrill Investment & Retirement Financial Center
Address1 Apple Park Way, Cupertino, CA 95014Get directions
Phone(408) 343-4125
Websitelocations.merrilledge.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating2.8 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Cupertino and 11 towns within 25 miles: Sunnyvale, Santa Clara, Campbell, Saratoga, Mountain View, San Jose, Los Altos, Los Gatos, Milpitas, Communications Hill and Alum Rock.

Based in Cupertino, CAView on map

Opening hours

Opening hours for Merrill Investment & Retirement Financial Center
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Merrill Investment & Retirement Financial Center

How is Merrill Investment & Retirement Financial Center ranked in Cupertino?

Merrill Investment & Retirement Financial Center is ranked #4 of 94 investment advisors in Cupertino by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

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

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

What areas does Merrill Investment & Retirement Financial Center serve?

Serves Cupertino and 11 towns within 25 miles: Sunnyvale, Santa Clara, Campbell, Saratoga, Mountain View, San Jose, Los Altos, Los Gatos, Milpitas, Communications Hill and Alum Rock. 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.

What do Google reviews say about Merrill Investment & Retirement Financial Center?

Merrill Investment & Retirement Financial Center has a rating of 2.8 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Merrill Investment & Retirement Financial Center?

Call Merrill Investment & Retirement Financial Center on (408) 343-4125. The business is at 1 Apple Park Way, Cupertino, CA 95014. 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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Compare nearby financial advisors

Merrill Investment & Retirement Financial Center compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Merrill Investment & Retirement Financial Center (this business)—632.8 (10)NoNo
iNRI#2694.9 (30)YesYes5.1 mi
IPX1031: Ron Ricard, CES®#3675.0 (20)NoNo5.5 mi
AlphaX RE Capital#5634.3 (4)NoNo1.4 mi

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