Leo Schad - RBC Wealth Management Financial Advisor - La Jolla, California
Address: 4250 Executive Square Suite 800, La Jolla, CA 92037.
Phone: 8585505115.
Website: us.rbcwealthmanagement.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Leo Schad - RBC Wealth Management Financial Advisor
Leo Schad is a distinguished financial advisor affiliated with RBC Wealth Management, located at 4250 Executive Square Suite 800, La Jolla, CA 92037. Contacting him is straightforward; you can reach him by phone at 858-550-5115. For those seeking professional financial guidance, Leo's Website: us.rbcwealthmanagement.com/leo.schad provides an invaluable resource for understanding his services and background.Profile of Leo Schad - RBC Wealth Management Financial Advisor
Specialties: Leo's expertise lies in being a Financial Planner, Financial Consultant, and offering Investment Services. His comprehensive skill set means he can address a wide range of financial needs, from planning for retirement and wealth management to providing personalized investment advice tailored to individual client goals.
Other Points of Interest: The office at RBC Wealth Management is wheelchair accessible, ensuring that all clients, regardless of mobility, can receive the necessary financial advice without barriers. There's also a wheelchair accessible parking lot and restrooms on site, making the visit as convenient as possible. However, it's noted that an appointment is required and appointments are recommended. This suggests a focus on personalized service over walk-in visits, which can be particularly beneficial for busy individuals seeking thorough financial consultation.
Despite Leo's professionalism and expertise, the company has received no reviews on Google My Business, and the average opinion is currently at 0/5. This indicates a need for potential clients to seek out additional feedback or directly engage with Leo to understand his approach and service quality better.
For someone looking to consult with Leo Schad, it's essential to approach the opportunity with a clear understanding of one's financial goals and challenges. Given his specialties, Leo could be an invaluable resource for those navigating complex financial landscapes. Although the lack of online reviews might raise concerns, the emphasis on accessibility and personalized service is a significant plus.