RBC Wealth Management Branch - Fargo - Fargo, North Dakota

Introduction

Nestled in the heart of Fargo, North Dakota, the RBC Wealth Management Branch - Fargo stands as a beacon of financial expertise and personalized service. Situated at 4207 28th Ave S, 2nd Floor, this financial institution is committed to helping individuals, families, and businesses navigate the complex world of wealth management and investment services.

Main Services

• Financial Planning: At RBC Wealth Management, the team of experienced financial advisors works closely with clients to understand their unique financial goals and create customized plans to help them achieve those objectives.
• Investment Services: The branch offers a comprehensive range of investment services, including portfolio management, retirement planning, and wealth preservation strategies. Their team of experts helps clients make informed investment decisions based on their individual risk tolerance and financial objectives.
• Retirement Plan Rollovers: For clients approaching retirement or those who have already retired, the branch specializes in retirement plan rollovers, helping individuals transition their 401(k)s or other retirement plans into suitable investment vehicles that align with their post-retirement goals.
• Business Services: RBC Wealth Management also caters to business owners, providing services such as business succession planning, executive compensation, and employee benefits.

Location and Access

The RBC Wealth Management Branch - Fargo is located in the South University neighborhood, providing easy access to the branch for residents and visitors alike. The branch is situated just off I-29 and is easily accessible from other major thoroughfares such as Interstate 94 and North University Drive.

For those who prefer to use public transportation, the Fargo Metropolitan Area Transit bus system (F-MATS) stops nearby, making it convenient for clients to reach the branch without needing a car. Additionally, the branch offers ample wheelchair-accessible parking spaces for clients with mobility needs.

Featured Characteristics

• Wheelchair Accessibility: The branch is designed with accessibility in mind, featuring a wheelchair-accessible entrance, elevator access to the second floor, and a wheelchair-accessible restroom.
• Appointments Required: To ensure clients receive the undivided attention of their financial advisor, appointments are required. This allows the branch to maintain a personalized and focused approach to wealth management.
• Community Involvement: RBC Wealth Management is deeply committed to the Fargo community, supporting various local arts and cultural initiatives such as the Hennepin Arts sponsorship, demonstrating their dedication to the region's growth and success.

Practical Information

• Address: 4207 28th Ave S, 2nd Floor, Fargo, ND 58104, United States
• Phone: 701-298-4000
• Website: us.rbcwealthmanagement.com
• Hours: Monday-Friday, 8:00 AM - 5:00 PM (CST)

Positive Aspects from Reviews

With an average rating of 3 out of 5 stars on Google My Business, clients have shared both positive and constructive feedback about their experiences at RBC Wealth Management - Fargo. Some of the notable positive aspects include:

• Knowledgeable Staff: Several clients have praised the expertise and professionalism of the branch's financial advisors, citing their ability to provide personalized and tailored financial advice.
• Trustworthy and Reliable: Many clients have expressed their trust in the branch's team, appreciating their honesty and reliability in managing their financial affairs.
• Responsive and Helpful: Clients have commended the branch's staff for being readily available and willing to assist with any inquiries or concerns, demonstrating a strong commitment to customer service.

👍 Reviews of RBC Wealth Management Branch - Fargo

Grace M.

5/5

G H.

1/5

Grace M.

5/5

G H.

1/5

Grace M.

5/5

G H.

1/5

Grace M.

5/5

G H.

1/5