RB WEALTH PARTNERS - Cornelius, North Carolina
Address: 17810 Statesville Rd STE 322, Cornelius, NC 28031.
Phone: 047277129.
Website: wealthrb.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 26 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of RB WEALTH PARTNERS
⏰ Open Hours of RB WEALTH PARTNERS
- Monday: 8:30 AM–7 PM
- Tuesday: 8:30 AM–7 PM
- Wednesday: 8:30 AM–7 PM
- Thursday: 8:30 AM–7 PM
- Friday: 8:30 PM–12 AM
- Saturday: 12 AM–4:30 PM
- Sunday: Closed
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RB WEALTH PARTNERS: A Trusted Financial Planning Solution
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RB Wealth Partners is a distinguished financial planning firm located in Cornelius, North Carolina. Situated at Address: 17810 Statesville Rd STE 322, Cornelius, NC 28031, and easily accessible at Phone: 047277129, the firm operates with a commitment to providing comprehensive and personalized financial guidance to individuals and families. Their website, Website: wealthrb.com, serves as a valuable resource for prospective clients seeking to understand their services and approach to wealth management.
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Expertise and Specializations
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RB Wealth Partners distinguishes itself through its core specialization in financial planning. They offer a wide range of services designed to address diverse financial needs, including retirement planning, investment management, estate planning, and tax optimization. The teamâs focus is on building long-term relationships with clients, acting as trusted advisors who understand their unique circumstances and goals. Itâs clear from client feedback that they prioritize a collaborative and understanding approach.
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Accessibility and Client Experience
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RB Wealth Partners demonstrates a strong commitment to inclusivity and client comfort. The office is equipped with a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring that individuals with mobility challenges can easily access and utilize their services. Furthermore, the firm recognizes the value of scheduling and recommends appointments to ensure clients receive dedicated attention and personalized consultations. These considerations highlight a dedication to providing a welcoming and accommodating environment for all.
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What Sets Them Apart â The Team
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Numerous reviews consistently praise the team's professionalism and collaborative spirit. Feedback suggests that Rob and Swayze, two key members of the firm, work exceptionally well together, complementing each otherâs skills and perspectives. Clients frequently describe them as easy to collaborate with, possessing a keen sense of focus while maintaining an open and receptive attitude. The apparent synergy between these advisors contributes significantly to the positive client experience, reflecting a deep understanding of the importance of professionalism.
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Client Feedback and Reputation
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RB Wealth Partners has garnered a strong reputation, evidenced by 26 reviews on Google My Business with an impressive average opinion of 5/5. This exceptional rating underscores the firmâs dedication to client satisfaction and its commitment to delivering superior service. The consistent praise regarding their business acumen suggests a strategic and knowledgeable approach to financial planning. The comments frequently mention a âno-brainerâ decision to work with them, indicating a high level of confidence in their abilities and trustworthiness.
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Services Offered â A Detailed Overview
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- Retirement Planning: Assistance in developing strategies to secure a comfortable retirement, including asset allocation, withdrawal strategies, and tax planning.
- Investment Management: Personalized investment portfolios tailored to individual risk tolerance and financial goals, incorporating a diversified approach.
- Estate Planning: Guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to client wishes.
- Tax Optimization: Strategies to minimize tax liabilities and maximize wealth accumulation.
- Financial Education: Resources and support to help clients make informed financial decisions.
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RB Wealth Partners operates with a client-centric philosophy, striving to build lasting relationships based on trust, transparency, and mutual respect. Their dedication to accessibility and a collaborative approach, combined with their expertise in financial planning, positions them as a valuable resource for individuals seeking to achieve their financial aspirations. The firmâs commitment to creating a welcoming environment, coupled with the perceived skill and teamwork of its advisors, contributes to a consistently positive client experience. Itâs clear they pride themselves on being a âdynamo duoâ as one client eloquently described, representing a partnership focused on delivering results and providing peace of mind.
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"summary": "RB Wealth Partners is a highly-rated financial planning firm in Cornelius, NC, offering personalized services and a commitment to client satisfaction, known for its accessible facilities and collaborative team.",
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👍 Reviews of RB WEALTH PARTNERS
