Merrill Investment & Retirement Financial Center - Novato (CA)

Sarah McKinley Very straightforward, helpful, efficient service. It was so simple to just drop off my papers then come back later for my completed return!

Cameron Dustin is the man! I have used Dustin on multiple occasions, and he is always quick, responsive and has a great attitude. He is so knowledgeable that I’ve reached out with numerous, random questions throughout the years, and he has always carved out time to call me and explain in detail to assure I’m understanding the situation properly. I cannot recommend Dustin enough! Make the right choice and give him a call!