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
Jamie Tam - RBC Wealth Management Financial Advisor
608 Silver Spur Road, Rolling Hills Estates, CA
90274, United States
Frequently Asked Questions About Jamie Tam - RBC Wealth Management Financial Advisor
What services does Jamie Tam - RBC Wealth Management Financial Advisor provide?
Jamie Tam offers customized financial advice and guidance, helping you build a financial strategy to achieve your financial goals with expertise in investment management and financial security strategies.
Where is Jamie Tam - RBC Wealth Management Financial Advisor located?
The office is located at 608 Silver Spur Road, Suite 100, Rolling Hills Estates, CA 90274, United States.
What are the business hours or appointment requirements for Jamie Tam - RBC Wealth Management Financial Advisor?
The business requires appointments for consultations and services; please call ahead to schedule your visit.
How can I contact Jamie Tam - RBC Wealth Management Financial Advisor?
You can contact the office by phone at +1 310-683-6704 or visit their website at https://us.rbcwealthmanagement.com/jamie.tam.
What types of financial services does Jamie Tam specialize in?
Jamie Tam specializes in wealth management, financial planning, financial consulting, and stock brokerage services.
What is the featured message or mission of Jamie Tam - RBC Wealth Management Financial Advisor?
Their featured message is "Strengthening your financial security℠", focusing on securing your financial future.
Are there other financial institutions nearby Jamie Tam's office where I can find additional services?
Yes, nearby financial institutions include RBC Wealth Management, Raymond James & Associates, The PVG Group, and Merrill Lynch Wealth Management for varied financial advising and investment services.
Which real estate agencies are close to Jamie Tam's office for clients interested in property services?
Nearby real estate agencies include Naomi Yamagami - Vista Sotheby's International Realty, Coastal Luxury Living, Realty ONE Group United Palos Verdes Estates, Anabelle Winters Real Estate, and Vista Sotheby's International Realty.
Can clients visiting Jamie Tam's office also enjoy nearby community and cultural activities?
Yes, clients can explore nearby community and cultural places such as Asia America Symphony, Joyful Music & Arts, and the Palos Verdes Library District.
What nearby amenities or services might clients find useful when visiting the area around Jamie Tam - RBC Wealth Management?
Nearby amenities include healthcare provided by Dr Brian A Kawai (dentist), automotive services at Auto Whiz USA, and refreshments at Yummy Yogurt, offering convenience during your visit.