Business Details
About
Financial PlannerFinancial ConsultantStock Broker
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
David Thompson - RBC Wealth Management Branch Director
610 Newport Center Dr., Newport Beach, CA
92660, United States
Hours
Frequently Asked Questions About David Thompson - RBC Wealth Management Branch Director
What services does David Thompson - RBC Wealth Management Branch Director provide?
David Thompson offers customized financial advice, investment management, and strategies to help you achieve financial security at any life stage.
What are the business hours for David Thompson - RBC Wealth Management Branch Director?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Do I need to make an appointment to visit David Thompson - RBC Wealth Management Branch Director?
Yes, appointments are required for consultations.
Where is David Thompson - RBC Wealth Management Branch Director located?
The office is located at 610 Newport Center Dr., Suite 900, Newport Beach, CA 92660, USA.
How can I contact David Thompson - RBC Wealth Management Branch Director?
You can reach them by phone at +1 949-720-8924.
What is the website for David Thompson - RBC Wealth Management Branch Director?
Visit https://us.rbcwealthmanagement.com/swan for more information.
What financial categories does David Thompson specialize in?
He specializes in wealth management, financial planning, financial consulting, and stock brokerage.
Which nearby businesses might be useful for financial or legal services?
Nearby financial and legal services include Mechanics Bank - Newport Beach Branch, Orange County Employment Law Firm, and Saunders and Associates for legal services.
Are there nearby places where I can handle shipping or mailing needs while visiting?
Yes, Trinity Packaging Supply nearby offers packing supplies, shipping services, and a post office.
What nearby dining options are available if I want to get food before or after my visit?
Chipotle Mexican Grill is a nearby fast-food restaurant serving Tex-Mex cuisine.