Merrill Investment & Retirement Financial Center

Welcome to Merrill Investment & Retirement Financial Center, your trusted partner in financial planning and investment management. Conveniently located at 1600 Grant Avenue in the heart of Novato, California, our center is dedicated to providing personalized financial solutions designed to meet your unique needs and aspirations.

At Merrill, we understand that financial goals are as diverse as the individuals who set them. Whether you're planning for retirement, looking to grow your investment portfolio, or seeking guidance on wealth management, our team of experienced financial advisors is here to help. We offer a comprehensive range of services, including retirement planning, investment strategies, and financial advice tailored to your personal circumstances.

Our commitment to excellence and client satisfaction is at the core of everything we do. We pride ourselves on building lasting relationships with our clients, offering insights and strategies that are backed by years of expertise and a deep understanding of the financial landscape.

Visit us at Merrill Investment & Retirement Financial Center to start your journey towards financial security and success. Let us help you navigate the complexities of finance with confidence and clarity. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.