Merrill Investment & Retirement Financial Center - El Cerrito (CA)

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.

Accounts Great customer service. Always working to get me the best package for my needs. Michelle and the staff have been great to work with.

Adam Dost This review is specifically for Sandra Arias. She is exceptionally professional, understanding and amazingly patient with my complicated insurance policies. She communicates very clearly, has tremendous knowledge in her field, attentive and follows through on all action items. I am very happy with Sandra and will continue with this companys services simply because of her great customer service. Thank you Sandra and please keep up the great work.

Earl Laih Helped us with notary for a minor for adoption. Quick and friendly service. Thank you.