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
Jim Carbonell - RBC Wealth Management Financial Advisor
1331 North California Blvd., Walnut Creek, CA
94596, United States
Hours
Frequently Asked Questions About Jim Carbonell - RBC Wealth Management Financial Advisor
What financial services does Jim Carbonell - RBC Wealth Management Financial Advisor provide?
Jim Carbonell offers customized financial advice and guidance, investment management, and strategies to help you achieve your financial goals and security at any stage of life.
Where is Jim Carbonell - RBC Wealth Management Financial Advisor located?
The office is located at 1331 North California Blvd., Suite 650, Walnut Creek, CA 94596, USA.
What are the business hours for Jim Carbonell - RBC Wealth Management Financial Advisor?
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 before visiting Jim Carbonell - RBC Wealth Management Financial Advisor?
Yes, appointments are required to receive services from the financial advisor.
How can I contact Jim Carbonell - RBC Wealth Management Financial Advisor?
You can contact them by phone at +1 925-279-1711 or visit their website at https://us.rbcwealthmanagement.com/carbonellforreywmg.
Is there an RBC Wealth Management branch near Jim Carbonell's office?
Yes, the RBC Wealth Management Branch - Walnut Creek is located nearby, providing additional financial services in the area.
Are there other financial advisors near Jim Carbonell's office in Walnut Creek?
Yes, nearby financial advisors include Merrill Lynch Wealth Management Advisor Steve Catton, Nicole Simoni, Ian McGee, and several Morgan Stanley Financial Advisors.
What nearby places can clients visit before or after their appointment with Jim Carbonell?
Clients can visit The Plaza At Walnut Creek for shopping or stop by the East Bay Leadership Council for community events near the advisor's office.
Is parking or transit information available near Jim Carbonell's office?
While specific transit stops are not listed, The Plaza At Walnut Creek nearby may have parking facilities and amenities useful for clients visiting the office.
What types of financial services are offered by nearby businesses to complement Jim Carbonell's services?
Nearby complementary services include mortgage lending from Bank of America Mortgage, real estate services via JLL and Adam Fettes RE, and legal services from Miller Starr Regalia and Placer Title Company.