Gary Sargenti - RBC Wealth Management Financial Advisor
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 99 S Almaden Blvd Ste 300, San Jose, CA 95113
- Phone
- (408) 947-3340
- Website
- us.rbcwealthmanagement.com
- County
- Santa Clara County
Hours
- 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
About
Gary Sargenti - RBC Wealth Management Financial Advisor helps you plan with confidence, invest with purpose, and protect what you've built, and that's what we offer. We are a financial planning and investment practice serving individuals and families across San Jose and Santa Clara County.
Our work starts with understanding your goals, your timeline and your comfort with risk, so the plan we build is tailored to your life rather than a generic template. We provide investment advice and ongoing portfolio guidance, with a focus on helping you stay on course through changing markets.
Whether you're saving for retirement, planning for the next stage of life, or looking for a second opinion on your finances, we're glad to talk through where you stand.
Learn more about our approach on our website, or give us a call to start the conversation.
Our work starts with understanding your goals, your timeline and your comfort with risk, so the plan we build is tailored to your life rather than a generic template. We provide investment advice and ongoing portfolio guidance, with a focus on helping you stay on course through changing markets.
Whether you're saving for retirement, planning for the next stage of life, or looking for a second opinion on your finances, we're glad to talk through where you stand.
Learn more about our approach on our website, or give us a call to start the conversation.