Merrill Investment & Retirement Financial Center

Merrill Investment & Retirement Financial Center, located at 450 Montgomery Street, San Ramon, California, United States, is a finance institution where you can find a Merrill® Financial Solutions Advisor™. Whether you are searching for a specific advisor or are interested in the services offered by Merrill Lynch, our parent company, we are here to assist you. Please note that by visiting our website, you will be redirected to FINRA's BrokerCheck, as we prioritize transparency and compliance with industry regulations.

At Merrill Investment & Retirement Financial Center, we aim to provide you with information about products and services that may be of interest to you. Our team is dedicated to helping you navigate the complexities of investing in securities, while also acknowledging the risks involved. We offer a range of services, including investment advisory, financial planning, and brokerage services, to cater to your specific needs.

Additionally, we provide banking products through Bank of America, N.A. and affiliated banks, ensuring that you have access to a comprehensive suite of financial solutions. Merrill Lynch Life Agency Inc. (MLLA) also offers insurance services as a wholly owned subsidiary of BofA Corp.

Please review our Client Relationship Summary (Form CRS) for more information on the services we offer. We are committed to providing you with the resources and support you need to make informed decisions about your financial future.