RBC Wealth Management Branch - Fargo - Fargo, North Dakota

Introduction

The RBC Wealth Management branch in Fargo, North Dakota, is a leading provider of financial planning and investment services. Located in the heart of the city, this branch is committed to helping individuals, families, and businesses build, manage, and preserve their wealth through a comprehensive range of financial solutions.

Main Services

• Financial Planning: The Fargo branch offers personalized financial planning services tailored to each client's unique needs and goals. Their team of experienced financial advisors helps clients create comprehensive plans that address retirement, estate planning, tax management, and more.
• Investment Management: RBC's investment professionals provide discretionary portfolio management services, designed to help clients grow and preserve their wealth. They offer a range of investment strategies, including equity, fixed income, and balanced portfolios.
• Retirement Planning: The branch specializes in helping clients prepare for retirement and navigate their financial lives during their retirement years. They provide guidance on retirement income strategies, pension plans, and 401(k) rollovers.
• Estate Planning: RBC's wealth management team works closely with clients to develop effective estate planning strategies that protect assets and ensure a smooth transfer of wealth to future generations.
• Trust Services: The Fargo branch offers trust services, including revocable and irrevocable trusts, to help clients manage their assets, minimize taxes, and provide for their loved ones.

Location and Access

The RBC Wealth Management branch in Fargo is situated at 4207 28th Ave S, on the second floor, in the heart of the city's Southside neighborhood. The branch is easily accessible from major thoroughfares such as I-29 and I-94. Nearby landmarks include the Scheels Arena and the Edgewood Golf Course.

For those traveling by public transportation, the Fargo-Moorhead Metro Bus service operates several routes in the vicinity of the branch. Additionally, the Fargo branch offers complimentary parking for clients in the nearby lot, ensuring a convenient and stress-free visit.

Featured Characteristics

• Wheelchair Accessibility: The Fargo branch is designed to be fully accessible to clients with mobility impairments. The building features a wheelchair-accessible entrance, elevator, and restrooms.
• Appointment-Based Services: To ensure a personalized and efficient experience, the Fargo branch operates on an appointment-only basis. Clients can schedule appointments online or by contacting the branch directly.
• Community Involvement: RBC Wealth Management is committed to giving back to the communities it serves. The Fargo branch actively supports local charities and initiatives, demonstrating its dedication to making a positive impact in the region.

Practical Information

• Address: 4207 28th Ave S, 2nd Floor, Fargo, ND 58104, United States
• Phone: 701-298-4000
• Website: us.rbcwealthmanagement.com
• Hours of Operation: Monday to Friday, 8:00 AM to 5:00 PM (Central Time)

Positive Aspects from Reviews

With an average rating of 3 out of 5 stars on Google My Business, the RBC Wealth Management branch in Fargo has received the following positive feedback from clients:

• "The financial advisors at the Fargo branch are knowledgeable and always willing to take the time to explain complex financial concepts in a way that's easy to understand."
• "I appreciate the personalized approach to financial planning that I receive from the RBC team. They truly listen to my goals and create a plan that's tailored to my unique situation."
• "The Fargo branch is easy to find and access, with plenty of parking available. The staff is always friendly and helpful, making every visit a pleasant experience."

👍 Reviews of RBC Wealth Management Branch - Fargo

Grace M.

5/5

G H.

1/5

Grace M.

5/5

G H.

1/5

Grace M.

5/5

G H.

1/5

Grace M.

5/5

G H.

1/5