Bob Gipp - RBC Wealth Management Branch Director
Why pick this one
Bob Gipp provides customized investment strategies and has over two decades of experience in financial services.
Best for
- individuals seeking personalized wealth management
- business owners needing 401(k) and investment banking solutions
Look elsewhere if
- those needing quick, transactional financial services
Specialties
- 401(k) plan reviews for employers
- owner-only 401(k) plans
- business owner financial services
- investment banking solutions
Certifications
- CEPA
- CPFA
- MBA
What makes them different
- leverages over two decades of experience in financial services
- holistic approach to personal and business planning
- tracks record of navigating various market conditions
- customized investment strategies tailored to client goals
- Serves
- Raleigh-Durham
Distilled from this business's own website.
Contact & Location
- Address
- 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
- Phone
- 9195716256
- Website
- https://us.rbcwealthmanagement.com/bob.gipp?utm...
- bob.gipp@rbc.com
Services
- wealth management
- financial planning
- portfolio management