Merrill Investment & Retirement Financial Center - Petaluma (CA)

Tyler Watt The folks here are very patient, sweet, and helpful.

Shawn H Mitchell Kraus is a very knowledgeable financial planner he was very nice to my mom and gave her a lot of insight

Alexander Miller Great staff, helpful with any questions I have, easy to schedule a sit-down appointment. When there is a line they keep it moving quickly, they set me up with a couple great credit cards and were very helpful a few years ago when my account had been compromised. Thank you!

Onyx the bird Neil listened to my concerns & developed a financial plan that was right for me. I was impressed with the print out and now I know what I need to do to be on track to retire.