Merrill Investment & Retirement Financial Center - Palo Alto (CA)

C Ross Cavalin has being preparing the taxes for the business I work at in an efficient and timely manner. When I needed help with the QuickBooks end of the financials, he sat down with me and went over everything in detail. He has done an excellent job for us.

Terrence Thomas I went here today, 11/3 and it is open and I was out in literally 10 minutes and I had to speak with a banker. Very helpful friendly and professional. Trust me, if my experience was bad I would have no problem saying so! Also, no lines at 12pm

Prinklepreet Kaur I was here for picking up a load around midnight, everyone was so helpful, polite , nice and well spoken . These people really made my day .