Merrill Investment & Retirement Financial Center

Merrill, a prominent company within Bank of America, serves as a financial solutions provider focusing primarily on investment services and comprehensive financial planning. While affiliated with a major banking institution, this specific entity emphasizes personalized advice and tools to help individuals pursue their financial ambitions, rather than direct mortgage lending.

Their core offerings revolve around personal investing and trading, including self-directed and advisor-guided options for various investment products like stocks, mutual funds, ETFs, and fixed income. Merrill also provides extensive resources for financial goal planning across different life stages, such as college savings and retirement planning. They offer various account types, including individual, joint, custodial, and a range of retirement and small business accounts.

Merrill is committed to integrating technology with personalized support, offering mobile investing capabilities and online account management. While this specific location is a branch in San Francisco, Merrill aims to provide clients with the necessary tools and guidance to manage their wealth effectively and plan for their financial future.