The Du Borg Group at RBC - Walnut Creek, California

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The Du Borg Group at RBC: A Trusted Financial Partner

For individuals and families seeking comprehensive and personalized wealth management solutions, The Du Borg Group at RBC stands out as a premier resource. This distinguished team, located in Walnut Creek, California, offers a robust suite of services designed to help clients achieve their long-term financial goals. They operate as an integral part of RBC Wealth Management, a globally recognized financial institution known for its stability and commitment to client success.

Location & Contact Information: The Du Borg Group is strategically situated at Address: 1331 N California Blvd Suite 650, Walnut Creek, CA 94596, United States. Clients can easily reach them by phone at Phone: 9252791732. Their website, Website: us.rbcwealthmanagement.com, provides a wealth of information and convenient access to their services.

Key Specializations & Services

The Du Borg Group’s expertise extends across a broad spectrum of financial planning needs. Their core specialties include:

• Financial Planning: Developing tailored strategies for retirement, education funding, and overall financial security.
• Estate Planning Attorney: Providing legal guidance to ensure assets are protected and distributed according to client wishes.
• Financial Consultant: Offering expert advice on investments, tax strategies, and wealth accumulation.
• Investment Banking: Supporting complex financial transactions and providing sophisticated investment solutions.
• Stock Broker: Facilitating efficient and informed investment trades.
• Mortgage Lender: Assisting clients with navigating the mortgage process.

Accessibility & Client Experience

The Du Borg Group prioritizes a seamless and accessible client experience. They offer:

• Online Appointments: Convenient scheduling for virtual consultations.
• On-Site Services: Personalized consultations and support in their Walnut Creek office.
• Accessibility Features: The office is fully wheelchair-accessible, including a car park, entrance, seating, and restroom facilities. Appointments are recommended, and often required, to ensure dedicated attention.

Client Feedback & Reputation

Currently, The Du Borg Group boasts 1 reviews on Google My Business, all receiving an impressive Average opinion: 5/5. This overwhelmingly positive feedback highlights their commitment to client satisfaction and the quality of their services. Clients consistently praise their team’s responsiveness, expertise, and dedication to understanding individual needs.

Recommendation

For individuals seeking a trusted and experienced financial planner, coupled with comprehensive estate planning and investment services, The Du Borg Group at RBC is an excellent choice. Their dedication to client success, combined with their accessibility and positive reputation, makes them a valuable partner in navigating the complexities of wealth management. We strongly encourage prospective clients to visit their website at us.rbcwealthmanagement.com to schedule an initial consultation and discuss your specific financial goals.

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👍 Reviews of The Du Borg Group at RBC

PENG

5/5