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 - Providence
500 Exchange Street, Providence, RI
02903, United States
Hours
Reviews
4.0
2 reviews
5 stars
1
4 stars0
3 stars
1
2 stars0
1 star0
- KKKPMMar 15, 20233.0After 10yrs with this company my husband and I decided to leave for various reasons. I wrote 2 emails to the Administrative Assistant to our Portfolio Manager asking about the fee to close our accounts. My question never changed but when we finally received our closing statement her mistake cost us $125. No apology from our Manager. I will never recommend this wealth management company. We can only live and learn and go up from here!!!
Frequently Asked Questions About RBC Wealth Management Branch - Providence
What services does RBC Wealth Management Branch - Providence offer?
We provide customized financial advice and investment management to help you build a financial strategy tailored to your goals and pursue financial security at any life stage.
What are the business hours for RBC Wealth Management Branch - Providence?
We are open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Do I need an appointment to visit RBC Wealth Management Branch - Providence?
Yes, appointments are required to meet with our advisors.
Where is RBC Wealth Management Branch - Providence located?
Our office is located at 500 Exchange Street, Suite 1102, Providence, RI 02903, United States.
How can I contact RBC Wealth Management Branch - Providence?
You can call us at +1 401-457-1900.
What categories of financial services does RBC Wealth Management Branch - Providence specialize in?
We specialize in wealth management, financial planning, investment services, and options trading.
Are there any nearby financial advising services near RBC Wealth Management Branch - Providence?
Yes, nearby financial advising services include The Baugh Group, Kerrigan Mahoney Investment Group, and another RBC Wealth Management office.
What local dining options are near RBC Wealth Management Branch - Providence?
Nearby dining options include Sydney Providence cafe, The River Social restaurant, Jacky's Waterplace and Sushi Bar, and Jackies Galaxy restaurant.
Are there any parks or attractions close to RBC Wealth Management Branch - Providence?
Yes, Waterplace Park and the WaterFire events at Waterplace Park are popular nearby attractions you might enjoy visiting before or after your appointment.
What nearby places can offer additional services like real estate and wellness near RBC Wealth Management Branch - Providence?
Nearby, you can find Sotheby's International Realty, Blue Cross & Blue Shield of Rhode Island for insurance and wellness, Jon Richard Salon for beauty services, and Psychic in Providence for psychic readings.