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Woo Investment Group: A Detailed Overview

For discerning individuals seeking comprehensive financial planning and investment services, Woo Investment Group presents itself as a dedicated resource. Situated in the affluent community of Rolling Hills Estates, California, this firm operates under the umbrella of RBC Wealth Management, offering a blend of personalized attention and robust financial expertise.

Location and Contact Information:

Address: 608 Silver Spur Rd Suite 100, Rolling Hills Estates, CA 90274, United States
Phone: 3106836709
Website: us.rbcwealthmanagement.com

Financial Planning: They assist clients in developing and implementing long-term financial strategies, encompassing retirement planning, estate planning, and wealth management.
Investment Management: They offer a range of investment options, working with clients to construct portfolios aligned with their specific risk tolerance and financial goals. Their services likely include portfolio management, asset allocation, and ongoing performance monitoring.
Personalized Advice: A key differentiator is their commitment to delivering bespoke financial advice, taking into account individual circumstances and aspirations.

Points of Interest & Accessibility:

The firm prioritizes accessibility for all clients. Here’s a summary of important features:

Wheelchair-Accessible Car Park: Ensuring convenient access for clients with mobility challenges.
Wheelchair-Accessible Entrance: Promoting inclusivity and ease of entry.
Wheelchair-Accessible Toilet & Restroom: Providing essential amenities for comfortable service.
Appointment Required: This emphasizes a structured approach and dedicated client interaction.

Current Feedback & Reputation:

Currently, Woo Investment Group has a limited online presence. As of today, its Google My Business profile reflects 0 reviews, and the average opinion is 0/5. This suggests the firm is relatively new to gathering online feedback, or perhaps hasn't yet cultivated a significant online presence.

Key Considerations:

| Feature | Detail |
|------------------|---------------------------------------|
| Firm Type | RBC Wealth Management Affiliate |
| Services | Financial Planning, Investment Management |
| Focus | Personalized Client Relationships |
| Accessibility | Wheelchair Accessible |

Recommendation:

While the absence of current reviews warrants a cautious approach, Woo Investment Group’s association with RBC Wealth Management and its commitment to accessibility are positive indicators. For individuals seeking a dedicated financial planner and a team specializing in investment services, we recommend visiting their website – us.rbcwealthmanagement.com – to schedule an initial consultation and explore how their expertise can be applied to your unique financial circumstances. Given the lack of readily available feedback, a direct conversation with a representative is encouraged to gain a deeper understanding of their services and approach.