The FPI Group - Greenbrae, California
Address: 300B Drakes Landing Rd STE 155, Greenbrae, CA 94904.
Phone: 54458484.
Website: us.rbcwealthmanagement.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of The FPI Group
⏰ Open Hours of The FPI Group
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About The FPI Group
The FPI Group, located at 300B Drakes Landing Rd STE 155, Greenbrae, CA 94904, stands out as a reputable Financial Planning and Investment Service provider. With a dedicated team ready to guide investors through their financial journeys, this firm offers a blend of personalized advisory and professional investment management services.
To reach The FPI Group, you can dial their Phone Number: 54458484 or visit their Website: us.rbcwealthmanagement.com for more detailed information. The company prides itself on its wheelchair accessible entrance, parking lot, and restrooms, ensuring a comfortable experience for all visitors.
When considering The FPI Group, it's important to note a few key points:
- Appointment Required: Prospective clients are advised to book an appointment to discuss their financial goals and needs.
- Appointments Recommended: Given the personalized nature of their services, they recommend scheduling an appointment in advance.
- Other Points of Interest: The facility is fully accessible for individuals with mobility issues, which is a significant consideration for many seeking financial advice.
Opinions and Rating: At present, The FPI Group has garnered 0 reviews on Google My Business, which reflects a lack of public feedback. However, the average opinion currently stands at a 0/5 rating, indicating potential areas for improvement.
Characteristics and Services:
- Financial Planning: The FPI Group specializes in helping clients create tailored financial plans that align with their long-term objectives.
- Investment Services: With a focus on investment, they aim to grow clients' wealth through strategic portfolio management.
Recommendations for Potential Clients:
For anyone considering The FPI Group, here's what to keep in mind:
- Accessibility: The location is fully accessible, making it suitable for individuals with disabilities.
- Professionalism: Given their specialties in financial planning and investment services, clients can expect professional and knowledgeable advice.
- Personalization: Understanding that every client is unique, they recommend setting an appointment to explore your specific financial needs.
Final Recommendation:
Although the ratings and reviews might not be overwhelmingly positive, The FPI Group's commitment to accessibility and personalized financial services is commendable. If you're looking for a firm that values inclusivity and offers in-depth investment services, it may be worth considering a visit or contacting them through their website. Visit their page at us.rbcwealthmanagement.com to learn more and possibly schedule a consultation. Remember, the first step towards achieving your financial goals often starts with a single appointment.