Merrill Investment & Retirement Financial Center - Fremont (CA)

ML Jones Very customer oriented, friendly, listened to my needs and executed a plan that fit my needs. Thank you David Jenkins.

Hannah Grace Alyssa went above and beyond to help me even after I had left the location. She resolved my issue and called me to let me know after I had left. I couldn’t believe it, as I have never had such a great customer service experience before. She persisted in helping me after many times of telling her that it was fine. You can tell she really cares about the customers and is absolutely outstanding at taking care of them.

Jj Great tax office good rates knows what shes doing!