What ways are available to manage accounts?

You can choose from options like Merrill Edge Self-Directed, Merrill Guided Investing, and investing with an advisor.

What kind of investment products do you offer?

We offer stocks, mutual funds, ETFs, fixed income and bonds, money market mutual funds, CDs, and options.

What retirement solutions do you provide?

Our retirement solutions include rollovers, Traditional IRAs, and Roth IRAs, along with small business plans like 401k plans, SEP IRAs, and SIMPLE IRAs.

How can we meet to discuss your goals?

You can schedule a phone appointment or set up a meeting with us in the way that works best for you.

Merrill Investment & Retirement Financial Center

·Financial Advisor·Milpitas, CA

Financial Advisor in Milpitas

About Merrill Investment & Retirement Financial Center

Merrill Investment & Retirement Financial Center is a professional financial services business located at 740 E Calaveras Blvd in Milpitas, California. Merrill Financial Solutions Advisors help clients pursue their goals, plan for what matters most, and turn ambitions into action with personalized advice, guidance, tools, and people.

The Milpitas office is open Monday through Friday from 9 AM to 5 PM, and Saturday from 9 AM to 2 PM. Clients can connect with Financial Solutions Advisors such as Priyanka Kothari and Jingwen Sun to get help that works best for them.

Frequently asked questions

We have the people, tools, and personalized advice and guidance to help turn your ambitions into action, helping you pursue your goals and plan for what matters most.

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Where you'll find it

740 E Calaveras Blvd, Milpitas, CA 95035

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