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.
Location
James S. Lin - RBC Wealth Management Financial Advisor
1331 North California Blvd., Walnut Creek, CA
94596, United States
Hours
Frequently Asked Questions About James S. Lin - RBC Wealth Management Financial Advisor
What services does James S. Lin - RBC Wealth Management Financial Advisor provide?
James S. Lin offers customized financial advice, investment management, and strategies to help achieve your financial goals and security.
Where is James S. Lin - RBC Wealth Management Financial Advisor located?
The office is at 1331 North California Blvd., Suite 650, Walnut Creek, CA 94596, USA.
What are the business hours of James S. Lin - RBC Wealth Management Financial Advisor?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact James S. Lin - RBC Wealth Management Financial Advisor?
You can reach the office by phone at +1 925-949-5213.
What is the website for James S. Lin - RBC Wealth Management Financial Advisor?
More information can be found at https://us.rbcwealthmanagement.com/james.lin.
Which financial service providers are located near James S. Lin's office?
Nearby financial service providers include Merrill Lynch Wealth Management Advisor Steve Catton, Creative Planning, and Morgan Stanley Financial Advisors.
Are there mortgage services close to James S. Lin's office?
Yes, Bank of America Mortgage and Lan Tran - Mortgage Loan Officer - New American Funding are nearby options for mortgage services.
What other financial advisors are near James S. Lin's location?
Nearby financial advisors include Ian McGee, Nicole Simoni, and John Voegelin Keller - Ameriprise Financial Services.
How can nearby financial institutions help when visiting James S. Lin's office?
Nearby institutions like Bank of America Private Bank and RBC Wealth Management Branch may provide complementary financial services or assistance with trust and banking needs.
Are there any community organizations near James S. Lin's office that clients might be interested in?
Yes, the East Bay Leadership Council is nearby and may offer community engagement opportunities relevant to clients.