Business Details
About
Financial PlanningInvestment ServiceOptions Trading Firms
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
goals. You can depend on our investment management experience to help you develop strategies and solutions for
pursuing financial security, no matter where you are in life.
Details
- Requires appointmentAvailable
Location
Hours
Frequently Asked Questions About The FPI Group
What financial services does The FPI Group offer?
The FPI Group offers customized financial advice, investment management, and strategies to help clients achieve financial security.
Where is The FPI Group located?
The FPI Group is located at 300B Drakes Landing Rd, Suite 155, Greenbrae, CA 94904, USA.
What are The FPI Group's business hours?
The FPI Group is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Do I need an appointment to visit The FPI Group?
Yes, appointments are required to visit The FPI Group.
How can I contact The FPI Group?
You can reach The FPI Group by phone at +1 415-445-8484 or visit their website at https://us.rbcwealthmanagement.com/fpigroup.
What is The FPI Group's featured message or motto?
Their featured message is "Strengthening your financial security℠."
Which financial institution branch is located near The FPI Group?
The RBC Wealth Management Branch - Marin is located nearby, which may complement your financial planning and investment needs.
Are there real estate agents near The FPI Group that clients can consult?
Yes, there are multiple real estate agents nearby, including Michelle Dodd Homes, Allison Salzer Realtor, and Christine Christiansen, MBA, which can assist clients with property needs.
Is there a hospital or medical center near The FPI Group?
Yes, Marin General Hospital - Human Resources and MarinHealth Human Resources are nearby, making it convenient for clients visiting from those locations.
How can I plan a visit to The FPI Group along with other services in the area?
You can schedule a financial consultation at The FPI Group and also explore nearby services such as real estate agents in Greenbrae or visit the RBC Wealth Management Branch for additional financial services.