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Find a Merrill® Financial Solutions Advisor™ in San Jose, CA

The power to put plans into action

At Merrill, we have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best.

Financial Advisors near San Jose, CA

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    Blossom Hill-Winfield
    971 Blossom Hill Rd
    San Jose, CA 95123
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    Merrill Office

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    Capitol Berryessa
    2650 Berryessa Rd
    San Jose, CA 95132
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    Merrill Office

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    Eastridge Center
    2225 Quimby Rd
    San Jose, CA 95122
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    Merrill Office

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    Orchard Park
    2611 N 1st St
    San Jose, CA 95134
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    Merrill Office

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    Prospect-Highway 85
    1660 S De Anza Blvd
    San Jose, CA 95129
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    Merrill Office

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    Prospect-Saratoga Avenue
    1695 Saratoga Ave
    San Jose, CA 95129
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    Merrill Office

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    Evergreen Village
    4075 Evergreen Village Sq STE 170
    San Jose, CA 95135
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    Merrill Office

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    Seven Trees Center
    4150 Monterey Hwy
    San Jose, CA 95111
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    Merrill Office

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    Hacienda Gardens
    2975 Meridian Ave
    San Jose, CA 95124
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    Merrill Office

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    Snell-Blossom Hill
    5615 Snell Ave
    San Jose, CA 95123
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    Merrill Office

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    Hester
    1510 The Alameda
    San Jose, CA 95126
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    Merrill Office

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    Almaden Valley
    6490 Camden Ave
    San Jose, CA 95120
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    Merrill Office

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    Capitol & Aborn
    1707 E Capitol Expy
    San Jose, CA 95121
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    Merrill Office

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    Washington Square
    99 S 4th St
    San Jose, CA 95112
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    Merrill Office

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    Willow Glen
    1245 Lincoln Ave
    San Jose, CA 95125
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    Merrill Office

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    Village Oaks
    5710 Cottle Rd
    San Jose, CA 95123
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    Merrill Office

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    Cambrian Park
    2049 Camden Ave
    San Jose, CA 95124
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    Merrill Office

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    Brokaw Plaza
    1058 E Brokaw Rd
    San Jose, CA 95131
    Office Hours
    Merrill Office

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


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