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
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 services does Jim Carbonell - RBC Wealth Management Financial Advisor provide?
They offer customized financial advice and investment management strategies aimed at achieving your financial goals.
What are the office 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.
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.
How can I contact Jim Carbonell - RBC Wealth Management Financial Advisor?
You can reach them by phone at +1 925-279-1711.
What categories of financial services does this advisor offer?
They specialize in wealth management, financial planning, financial consulting, and stock brokerage services.
Is there an online resource where I can learn more about Jim Carbonell's services?
Yes, visit https://us.rbcwealthmanagement.com/carbonellwm for more information.
Which nearby financial advisors are located near Jim Carbonell - RBC Wealth Management Financial Advisor?
Nearby financial advisors include Merrill Lynch Wealth Management Advisor Steve Catton, Creative Planning, James S. Lin, Ian McGee, Nicole Simoni, Morgan Stanley Financial Advisors, John Voegelin Keller, Scott Gailey, Desiree Wodicker, and Ian Longtin.
What are some nearby mortgage lenders customers might consider?
Nearby mortgage lenders include Bank of America Mortgage and Lan Tran - Mortgage Loan Officer at New American Funding.
Are there notable places of business or real estate services near this financial advisor?
Yes, nearby real estate and property management services include JLL, JLL Walnut Creek Real Estate, East Bay Office Market Cornish & Carey Commercial NKF, and Adam Fettes RE.
How can visiting nearby locations enhance a client's experience when visiting Jim Carbonell's office?
Clients can explore nearby financial service offices, mortgage lenders, and real estate services for comprehensive financial and property planning. The nearby East Bay Leadership Council also offers community resources that might benefit clients.