RBC Wealth Management Branch - Marin - Greenbrae, California

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RBC Wealth Management Branch – Marin: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and sophisticated investment services, RBC Wealth Management Branch – Marin presents a dedicated and experienced resource. Situated in the desirable community of Greenbrae, California, this branch offers a personalized approach to wealth management, prioritizing client needs and long-term financial security. The branch’s commitment to accessibility and client satisfaction makes it a noteworthy option for those in the Marin County area.

Location and Contact Information: The RBC Wealth Management Branch – Marin is strategically located at 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904, United States. Clients can easily reach them by phone at 4154458460. For more detailed information, including service offerings and staff profiles, visitors can explore their website: us.rbcwealthmanagement.com.

Key Specializations: RBC Wealth Management Branch – Marin specializes in a range of services, including:

• Financial Planning: They provide tailored financial plans designed to help clients achieve their short-term and long-term goals, encompassing retirement planning, education funding, and estate planning.
• Investment Services: A team of experienced investment advisors work closely with clients to develop and manage investment portfolios aligned with their risk tolerance and financial objectives. This includes access to a wide array of investment products and strategies.

Accessibility and Client Considerations: RBC Wealth Management Branch – Marin demonstrates a strong commitment to inclusivity. The branch offers the following amenities to ensure a comfortable experience for all clients:

• Wheelchair-Accessible Car Park: Convenient parking for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: A barrier-free entry point.
• Wheelchair-Accessible Toilet: Accessible restroom facilities.
• Toilet Facilities: Standard restroom facilities available.
• Appointment Required: Clients are required to schedule an appointment in advance.
• Appointments Recommended: For optimal service and personalized attention, clients are encouraged to schedule a dedicated appointment.

Current Feedback: Currently, the RBC Wealth Management Branch – Marin has 0 reviews on Google My Business, indicating a relatively new or recently inactive profile. The average opinion is 0/5. This provides an opportunity for clients to share their experiences and contribute to a more comprehensive understanding of the branch's service quality.

Recommendation: Considering the branch’s focus on personalized financial planning and investment management, coupled with its commitment to accessibility, RBC Wealth Management Branch – Marin appears to be a valuable resource for individuals seeking expert guidance in navigating their financial future. We strongly encourage prospective clients to visit their website at us.rbcwealthmanagement.com to schedule a consultation and explore how their services can be tailored to your specific needs. Don’t hesitate to contact them directly at 4154458460 to begin the process.

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