Business Details
About
Financial PlanningInvestment ServiceOptions Trading Firms
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
RBC Wealth Management Branch - Sarasota
1819 Main Street, Sarasota, FL
34236, United States
Hours
Reviews
3.4
5 reviews
5 stars
3
4 stars0
3 stars0
2 stars0
1 star
2
- JFJennifer FREELAug 11, 20251.0I agree with other reviews. Absolutely no communication and just let my money sit in a slow money market. When we would asked to be moved to other options we were basically told no, and no advisement on anything. Rude staff, will be moving my money asap.
- EREmerson RobbinsJan 10, 20245.0John Letourneau is extremely informed on trends in the the stock and investment market. Absolutely someone to begin the conversation with if you are interested in creating/preserving wealth.
- BBBarbaraNov 6, 20231.0Terrible. Let my money sit and never advised me of anything. When I called them the guy was so rude. I put my money in a CD and as soon as it matures I will move it to another broker. There are better options out there.
- KOKathleen OGradyJan 31, 20225.0I trust them with my retirement money! Good choice
Frequently Asked Questions About RBC Wealth Management Branch - Sarasota
What services does RBC Wealth Management Branch - Sarasota offer?
They provide customized financial advice and guidance to help build strategies targeted at achieving your financial goals, including investment management and financial planning.
What are the operating hours of RBC Wealth Management Branch - Sarasota?
The branch 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 RBC Wealth Management Branch - Sarasota?
Yes, appointments are required to receive financial advisory services at this location.
Where is RBC Wealth Management Branch - Sarasota located?
The branch is located at 1819 Main Street, Suite 1100, Sarasota, FL, 34236, USA.
How can I contact RBC Wealth Management Branch - Sarasota by phone or fax?
You can call them at +1 844-316-4800 or send a fax to +1 941-316-4848.
What is the official website for RBC Wealth Management Branch - Sarasota?
Their website is https://us.rbcwealthmanagement.com/sarasota
What should I know about nearby financial services around RBC Wealth Management?
Nearby financial firms like Main Street Financial Group and Merrill Lynch offer additional financial advising and investing services, which could complement your financial planning needs.
Are there real estate services near RBC Wealth Management Branch in Sarasota?
Yes, several nearby real estate agents and agencies like Jaclyn Kelly- Align Right Realty SRQ Opulence and Tanoka Sims Realtor are available for real estate assistance.
Where can I find mortgage lending services near RBC Wealth Management?
Ameris Bank Mortgage Office and mortgage brokers like Tim Bazell are located nearby, offering mortgage lending and brokerage services.
What points of interest might I visit near RBC Wealth Management in Sarasota?
Besides financial services, nearby places include Sweet Sparkman Architecture and Interiors for design needs and Tammy Gamso Bridal Shop for bridal attire, useful if you are planning related services in the area.