Karrie Risko - RBC Wealth Management Branch Director - Great Falls, Montana

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Karrie Risko – RBC Wealth Management Branch Director

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For individuals and families seeking comprehensive financial planning and investment guidance, Karrie Risko – RBC Wealth Management Branch Director – presents a valuable resource. Located at 101 River Dr N Suite 101, Great Falls, MT 59401, United States, Karrie and her team offer a personalized approach to wealth management, catering to diverse financial needs. Her dedication to building long-term relationships, coupled with RBC Wealth Management’s robust platform, makes her a trusted advisor.

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About Karrie Risko

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Karrie Risko serves as the Branch Director for RBC Wealth Management in Great Falls, Montana. She possesses extensive experience in the financial consultant field, guiding clients through various stages of their financial journey. Her role encompasses overseeing the branch’s operations, ensuring exceptional client service, and fostering a collaborative environment among her team. Karrie’s commitment extends beyond simply managing investments; she prioritizes understanding her clients’ goals, risk tolerance, and overall financial situation to develop tailored strategies.

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Specialties and Services

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Karrie’s expertise encompasses a broad spectrum of investment services and financial planning solutions. Specifically, she specializes in:

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• Financial Planning: Creating comprehensive plans that address retirement, education funding, estate planning, and other significant life events.

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• Investment Management: Developing and implementing investment portfolios designed to align with individual client objectives and risk profiles. This includes asset allocation, security selection, and ongoing portfolio monitoring.

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• Retirement Planning: Helping clients project their retirement income needs and develop strategies to achieve their retirement goals, considering factors such as Social Security, pensions, and market performance.

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• Estate Planning: Collaborating with legal professionals to ensure clients’ assets are distributed according to their wishes and in a tax-efficient manner.

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• Education Planning: Providing guidance on saving for college and other educational expenses.

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RBC Wealth Management, the firm Karrie represents, offers a vast array of products and services, including brokerage services, banking solutions, and insurance products. This allows for a holistic approach to wealth management, addressing all aspects of a client’s financial life.

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Location and Accessibility

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The branch is conveniently situated at 101 River Dr N Suite 101, Great Falls, MT 59401. Accessibility is a priority for RBC Wealth Management, and this location reflects that commitment. The office features:

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• A wheelchair-accessible car park

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• A wheelchair-accessible entrance

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• Restrooms

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Appointments are recommended to ensure Karrie can dedicate her full attention to each client's needs. Contacting the branch directly at 4064558355 is the best way to schedule an appointment or inquire about services.

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Website and Online Resources

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For more information about Karrie Risko and RBC Wealth Management, please visit their website: us.rbcwealthmanagement.com. The website provides detailed information about the firm’s services, investment strategies, and team members. You can also access educational resources and tools to help you make informed financial decisions.

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Client Feedback and Reputation

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Currently, this branch has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback. The average opinion is 0/5, suggesting a need for more client testimonials and reviews. However, RBC Wealth Management’s reputation for integrity and client service is generally strong, and Karrie’s dedication to her clients suggests a positive experience for those who engage with her directly. It's recommended to seek independent assessments and speak with current or former clients to gain a more comprehensive understanding of the branch’s performance.

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Contact Information

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Phone: 4064558355

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Website: us.rbcwealthmanagement.com

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Address: 101 River Dr N Suite 101, Great Falls, MT 59401, United States

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Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.

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