Duane Dollar - RBC Wealth Management

Duane Dollar CFP®, ChFC
Financial Consultant - Private Client Group

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RBC Wealth Management Receives High Client Satisfaction Rating

A leading global research firm recently surveyed investors about their satisfaction with their full-service investment firm. Read the full article, reprinted with permission.

Value Statement

I advise individuals in all six areas of wealth management. With the firm’s comprehensive Wealth Management services and solutions, I assist clients in developing and implementing effective strategies to create and sustain wealth.

I believe in efficient, lower cost portfolios that are tailored to suit each client’s individual needs. I create holistic wealth management plans utilizing a defined six steps. This helps ensure that my client’s financial needs are met and that their wealth plan is complete and dynamic.

With over 16 years of experience in the financial services industry, I am able to bring a depth and breadth of planning to help clients reach their financial and life goals. I have a passion for helping people and building long-term relationships.

Duane Dollar is currently registered to conduct business with residents of the following states: AL, CA, LA, MN, TX

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.