RBC Wealth Management Branch - Fargo - Fargo, North Dakota

Introduction

RBC Wealth Management, a premier provider of customized wealth management services, has a distinguished presence in the heart of Fargo, North Dakota. The branch, situated at 4207 28th Ave S, 2nd Floor, is committed to helping individuals, families, and businesses navigate the complex world of finance and investments, providing tailored solutions to help them achieve their unique financial goals.

Main Services

• Wealth Management: RBC's wealth management services are designed to grow, protect, and preserve your wealth, with a focus on personalized strategies that align with your unique objectives and risk tolerance.
• Investment Services: The team offers a comprehensive range of investment services, including portfolio management, equity and fixed-income trading, and alternative investments, to help you make informed decisions about your portfolio.
• Retirement Planning: Whether you're just starting to plan for retirement or are already retired, RBC's specialists can help you navigate the complexities of retirement planning, from managing your assets to creating income streams.
• Estate and Trust Services: The team can assist you in creating an estate plan that reflects your wishes and values, while also minimizing potential taxes and administrative burdens for your loved ones.
• Financial Planning: From budgeting and debt management to tax planning and cash flow analysis, RBC's financial planners work closely with you to understand your short-term and long-term goals and develop a comprehensive plan to help you achieve them.

Location and Access

RBC Wealth Management's Fargo branch is conveniently located in the heart of the city, near the intersection of 28th Ave S and University Dr S. The area is surrounded by various amenities, including restaurants, shops, and parks, making it an easily accessible location for clients.

Transportation:

• Bus: The branch is served by several Fargo Public Transportation routes, with stops nearby at 28th Ave S and University Dr S.
• Car: The branch is easily accessible by car, with plenty of parking available on-site and in nearby lots.

Parking:

• RBC Wealth Management offers a wheelchair-accessible parking area for clients and visitors.
• Additional parking is available in a nearby public parking lot, located at 3801 28th Ave S.

Featured Characteristics

RBC Wealth Management's Fargo branch is equipped with various features designed to provide clients with a comfortable and welcoming atmosphere, while also ensuring accessibility for all.

• Wheelchair Accessibility: The branch is wheelchair-accessible, with a ramp leading to the entrance and an elevator for accessing the 2nd floor.
• Toilet Facilities: Wheelchair-accessible toilet facilities are available on-site for the convenience of all clients and visitors.
• Appointments: To ensure a personalized and focused client experience, appointments are required for meetings with financial advisors. Appointments can be scheduled by phone or through the branch's website.

Practical Information

• Address: 4207 28th Ave S, 2nd Floor, Fargo, ND 58104, United States
• Phone: 701-298-4000
• Website: us.rbcwealthmanagement.com
• Hours: Monday-Thursday, 8:30 AM - 5:00 PM; Friday, 8:30 AM - 4:00 PM (CT)

Positive Aspects from Reviews

With an average rating of 3 out of 5 stars on Google My Business, RBC Wealth Management's Fargo branch has received 2 reviews from clients, highlighting several positive aspects of the branch and its services.

• Knowledgeable and Experienced Staff: One reviewer praised the branch's financial advisors for their expertise and ability to provide tailored investment solutions, stating that they felt "very comfortable" with the team's recommendations.
• Personalized Service: Another reviewer appreciated the personalized attention they received from the branch, noting that the team took the time to understand their unique financial situation and goals before creating a customized plan.
• Convenient Location: Both reviewers mentioned the branch's convenient location, with one reviewer stating that it was "easy to find and access," making it convenient for them to visit when needed.

👍 Reviews of RBC Wealth Management Branch - Fargo