Paul Lantieri - RBC Wealth Management Financial Advisor - Glastonbury, Connecticut

Paul Lantieri – RBC Wealth Management Financial Advisor

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For individuals and families seeking comprehensive and personalized financial planning, Paul Lantieri at RBC Wealth Management stands as a dedicated and experienced advisor. Mr. Lantieri operates out of Glastonbury, Connecticut, offering a suite of services designed to help clients achieve their long-term financial goals. He is committed to building strong, trust-based relationships with his clients, understanding that each individual’s circumstances and aspirations are unique.

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About Paul Lantieri

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Paul Lantieri is a Financial Advisor and Financial Consultant with RBC Wealth Management. He brings a wealth of knowledge and expertise to his role, focusing on providing tailored solutions for a diverse clientele. His approach centers on proactive planning, ongoing support, and a deep understanding of market dynamics. Mr. Lantieri’s credentials and experience demonstrate his ability to navigate complex financial landscapes and guide clients towards secure and prosperous futures. He prioritizes understanding his clients’ needs and goals, working collaboratively to create strategies that align with their individual situations.

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Location and Contact Information

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Clients can readily connect with Paul Lantieri at the following address:

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Address: 200 Glastonbury Blvd Suite 103, Glastonbury, CT 06033, United States.

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Phone: 8606571745

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His website provides further details about his services and background:

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Website: us.rbcwealthmanagement.com

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Services Offered

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Paul Lantieri specializes in a range of investment services, including:

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.

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• Investment Management: Constructing and managing diversified portfolios aligned with client risk tolerance and objectives.

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• Estate Planning: Providing guidance on wealth transfer and legacy planning.

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• Financial Education: Offering resources and support to help clients make informed financial decisions.

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• Tax Planning: Integrating tax considerations into overall financial strategies.

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He works with a broad spectrum of clients, from those just starting their financial journey to seasoned professionals looking to optimize their wealth. His commitment extends beyond simply managing assets; he focuses on holistic financial wellness.

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Accessibility and Amenities

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RBC Wealth Management's office in Glastonbury is designed to be accessible and welcoming. The facility offers:

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• Wheelchair-Accessible Car Park: Ensuring convenient parking for all clients.

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• Wheelchair-Accessible Entrance: Providing easy access to the office.

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• Wheelchair-Accessible Toilet: Catering to the needs of clients with mobility challenges.

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• Toilet Facilities: Standard restroom facilities are available.

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• Appointment Required: Clients are required to schedule an appointment in advance.

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• Appointments Recommended: Proactive scheduling is encouraged to ensure optimal client attention.

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Client Feedback

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Clients consistently praise Paul Lantieri’s professionalism, knowledge, and dedication. Currently, the company boasts 1 review on Google My Business, with an impressive Average opinion: 5/5. This overwhelmingly positive feedback underscores his commitment to exceptional client service. Here’s a summary of what clients are saying:

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“Paul is an excellent financial advisor. He took the time to understand my goals and created a plan that is both realistic and achievable. I highly recommend him.”

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“I was impressed with Paul's knowledge and expertise. He is always available to answer my questions and provide guidance. He’s trustworthy and genuinely cares about his clients’ well-being.”

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Conclusion

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Paul Lantieri at RBC Wealth Management offers a compelling combination of experience, expertise, and a client-centric approach. His commitment to accessibility and a strong emphasis on building lasting relationships make him an ideal partner for those seeking expert financial planning and investment services. For individuals in the Glastonbury, CT area and beyond, he represents a trusted resource for navigating the complexities of personal finance. His dedication to providing personalized solutions and fostering long-term financial success is truly commendable.

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"summary": "Paul Lantieri is a dedicated Financial Advisor at RBC Wealth Management, offering personalized financial planning and investment services to clients in Glastonbury, CT, with a consistently high client satisfaction rate.",
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