Question 1

What kind of investing and management options do you offer?

Accepted Answer

We offer Merrill Edge Self-Directed investing, Merrill Guided Investing, and the option to invest with an advisor. You can also explore general investing, education accounts, stocks, mutual funds, ETFs, fixed income and bonds, options, and more.

Question 2

How can you help us plan for the future?

Accepted Answer

We provide life planning tools and guidance for new investors, college planning, tax planning, estate planning, and retirement. Our resources include personal retirement calculators, college cost calculators, and 401(k) rollover tools.

Question 3

What retirement solutions do you provide?

Accepted Answer

We offer traditional IRAs, Roth IRAs, and rollover solutions to help you generate income in retirement. We also provide small business retirement plans including Small Business 401(k), Individual 401(k), SEP IRA, and SIMPLE IRA.

Question 4

How can we meet with a Financial Solutions Advisor?

Accepted Answer

You can meet with us in the way that works best for you by scheduling an appointment or setting up a meeting. Our team has the people, tools, and personalized advice to help turn your ambitions into action.

Merrill Investment & Retirement Financial Center

Financial Advisor in Milpitas

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