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Merritt Wealth & Retirement Advisors of Raymond JamesFinancial advisor in Waukesha, WI

Merritt Wealth & Retirement Advisors of Raymond James is a financial advisor at N21W23340 Ridgeview Pkwy #2, Waukesha, WI 53188, ranked #38 of 234 financial advisors in Waukesha and rated 5.0 from 7 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.

Waukesha, WIUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Merritt Wealth & Retirement Advisors of Raymond James
AddressN21W23340 Ridgeview Pkwy #2, Waukesha, WI 53188Get directions
Phone(262) 691-4000
Websiteraymondjames.com
HoursMonday to Friday: 8:30 AM – 3 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Waukesha and 11 towns within 25 miles: Brookfield, Sussex, New Berlin, Menomonee Falls, Wauwatosa, West Allis, Muskego, Greenfield, Germantown, Greendale and Richfield.

Based in Waukesha, WIView on map

Opening hours

Opening hours for Merritt Wealth & Retirement Advisors of Raymond James
DayHours
Monday8:30 AM – 3 PM
Tuesday8:30 AM – 3 PM
Wednesday8:30 AM – 3 PM
Thursday8:30 AM – 3 PM
Friday8:30 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Merritt Wealth & Retirement Advisors of Raymond James

How is Merritt Wealth & Retirement Advisors of Raymond James ranked in Waukesha?

Merritt Wealth & Retirement Advisors of Raymond James is ranked #38 of 234 financial advisors in Waukesha by RFA Score, with 66 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 Merritt Wealth & Retirement Advisors of Raymond James’ hours?

Merritt Wealth & Retirement Advisors of Raymond James is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Merritt Wealth & Retirement Advisors of Raymond James serve?

Serves Waukesha and 11 towns within 25 miles: Brookfield, Sussex, New Berlin, Menomonee Falls, Wauwatosa, West Allis, Muskego, Greenfield, Germantown, Greendale and Richfield. 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 Merritt Wealth & Retirement Advisors of Raymond James?

Merritt Wealth & Retirement Advisors of Raymond James has a rating of 5.0 from 7 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 Merritt Wealth & Retirement Advisors of Raymond James?

Call Merritt Wealth & Retirement Advisors of Raymond James on (262) 691-4000. The business is at N21W23340 Ridgeview Pkwy #2, Waukesha, WI 53188. 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

Merritt Wealth & Retirement Advisors of Raymond James compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Merritt Wealth & Retirement Advisors of Raymond James (this business)—665.0 (7)NoNo
Kave Family Financial#36664.9 (7)NoNo1.4 mi
Retirement Plan Solutions#37665.0 (7)NoNo3.5 mi
Fidelity Investments#39653.8 (20)NoNo2.7 mi

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