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Schedule An Appointment

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We know your time is valuable. Our specialists are ready with advice and guidance to help when you're ready.
See what scheduling an appointment can do for you and your goals layer
What do you want to talk about?


What do you want to talk about?

Merchant services

To discuss merchant services, please call 888.296.2746. A merchant services specialist would be happy to help you.

If you’d like to discuss other financial needs with a small business specialist, please choose a different topic.

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Investments with Merrill

  • Retirement Planning
  • IRAs and 401(k)s
  • General Investing
  • College Planning
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What would you like to discuss?* (Choose all that apply)
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What is the benefit of scheduling an appointment online?

Scheduling an appointment offers you a convenient way to save time and make the most of your meeting with us. Scheduling an appointment allows you to:

  • Speak to a specialist at a time that works for you - without waiting in line
  • Tell us in advance what you'd like to talk about so that we can prepare
  • Make sure there's a specialist at the financial center who can answer your questions
Can I still go directly to my financial center and meet with an associate without making an appointment?

Yes, you can visit a financial center without an appointment.

My topic isn't listed here. Can I still make an appointment?

Yes. If your specific need isn't listed, please choose the topic that's most similar. You can also use the comments section to include more detail about what you'd like to discuss.

Visit our frequently asked questions for more information on scheduling an appointment.


When you think about your future,

What do you see?

Is it a house with a nice yard?

Are you helping your business thrive?

Will you retire comfortably?

Whatever's on your mind,

you can make an appointment for guidance about your goals.

From your personal accounts

to planning for large purchases.

Investing for your future with Merrill.

And even helping you start and grow a business.

Your future moves at your schedule.

So, whenever you're ready, we'll work with you

at a time and location that's right for you.