Jim Carbonell - RBC Wealth Management Financial Advisor
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
- Phone
- (925) 279-1711
- Website
- us.rbcwealthmanagement.com
- County
- Contra Costa 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
Based in Walnut Creek, Jim Carbonell - RBC Wealth Management Financial Advisor offers personal financial planning and investment services for clients across Contra Costa County and the East Bay. We help individuals and families think through their long-term goals, from building and protecting savings to planning for retirement.
Our approach begins with listening closely to your priorities, so that every recommendation reflects your personal circumstances and comfort with risk. We aim to explain each step clearly, so you always understand the reasoning behind your financial decisions.
Whether you are just starting to invest or refining an established portfolio, we are glad to talk through your options.
Visit our website to learn more about our services and get in touch.
Our approach begins with listening closely to your priorities, so that every recommendation reflects your personal circumstances and comfort with risk. We aim to explain each step clearly, so you always understand the reasoning behind your financial decisions.
Whether you are just starting to invest or refining an established portfolio, we are glad to talk through your options.
Visit our website to learn more about our services and get in touch.