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.
What services does Kimberly Shappee - RBC Wealth Management Financial Advisor offer?
They provide customized financial advice and guidance to help build financial strategies aimed at achieving your financial goals, including investment management strategies for financial security.
Where is Kimberly Shappee - RBC Wealth Management Financial Advisor located?
The office is located at 125 Bank Street, Suite 700, Missoula, MT 59802, USA.
What are the business hours for Kimberly Shappee - RBC Wealth Management Financial Advisor?
They are open Monday to Friday from 9:00 AM to 5:00 PM and are closed on Saturdays and Sundays.
Do I need an appointment to meet with Kimberly Shappee - RBC Wealth Management Financial Advisor?
Yes, appointments are required to meet with the financial advisor.
How can I contact Kimberly Shappee - RBC Wealth Management Financial Advisor?
You can reach them by phone at +1 406-829-4605 or visit their website at https://us.rbcwealthmanagement.com/vestagroup.
What nearby places can I visit before or after my appointment with Kimberly Shappee?
Nearby places include Missoula Waffles for breakfast and brunch, The Wilma music venue and bar for entertainment, and Millennium Building for shopping and sightseeing.
Are there nearby dining options close to Kimberly Shappee - RBC Wealth Management Financial Advisor?
Yes, nearby dining options include Missoula Waffles, The Camino Mexican restaurant and cocktail bar, Market on Front café and delicatessen, and Zoo Thai Restaurant and Cocktail Bar.
Can I find other financial services near Kimberly Shappee - RBC Wealth Management Financial Advisor?
Yes, nearby financial and investment services include The Vesta Group, First Interstate Bank, and Historical Research Associates.
Are there health and wellness services near the financial advisor's location?
Yes, nearby services include Garden City Professional Offices for mental health counseling, Scott Elrod MD psychiatrist, and Skin Chic medical spa.
What is the main focus or motto of Kimberly Shappee - RBC Wealth Management Financial Advisor?
Their featured message is 'Strengthening your financial security℠' which reflects their goal of enhancing clients' financial well-being.