RBC Wealth Management Branch - Pasadena - Pasadena, California
Address: 300 N Lake Ave Suite 1010, Pasadena, CA 91101, United States.
Phone: 6262042110.
Website: us.rbcwealthmanagement.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 4/5.
📌 Location of RBC Wealth Management Branch - Pasadena
⏰ Open Hours of RBC Wealth Management Branch - Pasadena
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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"content": "
When considering financial services in Pasadena, California, the RBC Wealth Management Branch stands out as a key institution for individuals seeking professional guidance in their financial journey. Located at 300 N Lake Avenue, Suite 1010, Pasadena, CA 91101, this branch provides a range of financial solutions tailored to meet the diverse needs of its clients. RBC Wealth Management is a globally recognized financial institution, and its Pasadena branch is an integral part of that network, bringing international expertise to the local community.
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Branch Overview and Location
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The Pasadena branch operates as a dedicated center for financial planning and investment services. Its strategic location in Pasadena makes it accessible to both local residents and businesses. Pasadena is a vibrant city in the Los Angeles metropolitan area, known for its cultural diversity, educational institutions, and thriving economy. This environment attracts individuals and families seeking long-term financial stability and growth. The branch's presence in this dynamic area underscores its commitment to serving the community's financial needs.
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Reaching the Pasadena branch is straightforward. For immediate inquiries or to schedule a meeting, clients can call 626-204-2110. Alternatively, they can visit the official website at us.rbcwealthmanagement.com/pasadena. This digital platform offers additional resources and information for those exploring financial services, allowing potential clients to learn more about the services provided by RBC Wealth Management.
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Services and Expertise
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At the heart of the RBC Wealth Management Pasadena branch are its financial planners and investment professionals. These experts are committed to helping clients achieve their financial goals through personalized strategies. Financial planning services encompass a wide spectrum, from retirement planning and estate management to tax optimization and risk mitigation. The team leverages their extensive knowledge of global markets and local economic trends to provide tailored advice.
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The investment service offered is comprehensive, catering to a variety of client risk profiles and objectives. Whether an individual is looking to build a retirement portfolio, invest in specific asset classes, or diversify their current holdings, the RBC Wealth Management team provides insightful guidance. Their approach is grounded in a deep understanding of market dynamics and a commitment to client education.
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Accessibility and Practical Information
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Recognizing the importance of inclusivity, the RBC Wealth Management Pasadena branch is fully committed to accessibility. The facility features a wheelchair-accessible car park, ensuring that clients with mobility challenges can conveniently reach the branch. Upon entering, visitors will find a wheelchair-accessible entrance, providing easy access for all individuals. Inside, the branch boasts a wheelchair-accessible toilet and a standard toilet, catering to diverse client needs.
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It is important for clients to note that appointments are recommended. While walk-in visits may be accommodated, scheduling an appointment ensures dedicated time with a financial advisor. This practice allows for a more thorough discussion of financial goals and strategies. The branch operates with a focus on client convenience, while maintaining the professionalism expected in financial advisory services.
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Client Feedback and Reputation
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The branch maintains a strong reputation among its clients. Currently, the RBC Wealth Management Pasadena branch has received one review on Google My Business, reflecting a positive experience among some clients. The average opinion stands at a respectable 4 out of 5 stars. This rating indicates a level of client satisfaction, although it also suggests that there may be opportunities for further enhancement in service delivery.
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While the number of reviews is relatively low, the positive feedback received speaks volumes about the quality of service provided. Clients often emphasize the expertise and personalized approach offered by the financial advisors. This branch continues to build on its reputation by staying attuned to client feedback and evolving market conditions.
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Why Choose RBC Wealth Management Pasadena
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Choosing the RBC Wealth Management Pasadena branch means opting for a partner with global experience and local dedication. The branch offers:
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- Experienced Financial Advisors: Professionals with a proven track record in wealth management.
- Comprehensive Financial Planning: Services designed to address all aspects of personal finance.
- Global Investment Perspective: Leveraging international markets while considering local economic factors.
- Commitment to Accessibility: Ensuring all clients, regardless of physical ability, can access services.
- Personalized Approach: Tailoring strategies to meet individual financial goals and circumstances.
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Tips for Potential Clients
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For individuals considering engaging with RBC Wealth Management Pasadena, the following recommendations can enhance the experience:
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- Schedule an Appointment: Book a meeting in advance to ensure dedicated time for your financial consultation.
- Prepare Documentation: Gather relevant financial documents to facilitate a comprehensive review of your current situation.
- Clarify Objectives: Define your financial goals clearly to help the advisors provide the most relevant recommendations.
- Utilize Online Resources: Explore the branch's website to learn more about services and investment options before your visit.
- Follow Up: After your consultation, follow up to ensure you understand the proposed strategies and action steps.
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Conclusion
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In summary, the RBC Wealth Management Branch in Pasadena offers a blend of global financial expertise and local service. Its strategic location, comprehensive services, and commitment to accessibility make it a valuable resource for individuals and families navigating their financial futures. While client feedback reflects positive experiences, the ever-evolving financial landscape requires continuous improvement and adaptation. For those seeking reliable and personalized financial guidance, this branch presents a compelling option.
",
"summary": "RBC Wealth Management Pasadena offers financial planning and investment services with accessibility features. Appointments recommended. 4/5 average rating.",
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