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
- Wheelchair accessible entranceAvailable
Location
RBC Wealth Management Branch - Rockford
2215 Perrygreen Way, Rockford, IL
61107, United States
Hours
Reviews
2.6
5 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
3
- SAStephanie AndersonSep 22, 20251.0I went in for financial planning advice and walked out after I was told I don’t have enough money to invest and the banker rejected my money saying that I need to have more money.I found the banker very rude and unprofessional so I took my business elsewhere. I guess they’re only looking for millionaires to do business with. All in all, it was a very humiliating experience, and I feel degraded from even dealing with this company.
- JGJulie GriceOct 9, 20245.0I have been very happy with this company, answered all my pointed questions. Everything was handled professionally and quickly.
- PPPaddyMar 13, 20241.0People deserve respect and fair treatment Regardless of wealth. I will seek out institutions that prioritize inclusivity and equality.
- LILuke Griffis IFeb 7, 20221.0VERY VERY Disappointed with This company. I ran into finacial hardship last year mid-summer and called. At first the secretary was nice, but no one returned my call. Instead they contacted my employer after my employer gave me RBC contact info. I called back a couple time's and I was hung up on. I sent a message a couple weeks ago January 2022....NO ONE STILL TO CONTACT ME!!! I stopped my investment with this company last year, sent a message recently...and NO ONE REPLIED. MY Boss was out on sick leave and I asked them to NOT contact my BOSS. VERY UNPROFESSIONAL AND I DON'T KNOW WHERE MY FUNDS ARE AT THIS TIME. Sincerely Luke W. Griffis I
Frequently Asked Questions About RBC Wealth Management Branch - Rockford
What services does RBC Wealth Management Branch - Rockford offer?
They provide customized financial advice, investment management, and strategies for achieving financial security at any life stage.
Where is RBC Wealth Management Branch - Rockford located?
The branch is located at 2215 Perrygreen Way, Suite A, Rockford, IL 61107, USA.
What are the business hours for RBC Wealth Management Branch - Rockford?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on weekends.
Do I need an appointment to consult with RBC Wealth Management Branch - Rockford?
Yes, appointments are required to meet with their advisors.
Is the RBC Wealth Management Branch - Rockford accessible for individuals with disabilities?
Yes, the location has a wheelchair-accessible entrance.
How can I contact RBC Wealth Management Branch - Rockford?
You can reach them by phone at +1 815-636-4000 or fax at +1 815-636-4010.
What nearby financial institutions can I visit around RBC Wealth Management Branch - Rockford?
Nearby financial institutions include US Bank, Blackhawk Bank, First Mid Bank & Trust, and United Capital Financial Advisors, which can be useful for banking or additional financial services during your visit.
Are there any nearby mortgage lenders close to RBC Wealth Management?
Yes, mortgage lenders such as Quantum Mortgage Group, Inc., Kris Bass, and Shantrese Zackery are located nearby and can assist with mortgage services.
What dining options are available near RBC Wealth Management Branch - Rockford?
You can find several restaurants nearby including Pearl (American cuisine), Mexico Clasico, Fuego Nuevo Grill (Mexican restaurants), and JMK Nippon Restaurant, which offers sushi and pan-Asian dishes.
Are there any services near RBC Wealth Management that could be helpful for other personal needs?
Yes, nearby services include healthcare centers like OSF HealthCare and Rock Valley Women's Health Center, landscaping by The Grounds Guys of Rockford, and beauty services at Brichi Coiffure.