WAEL RASHIDI

Our number one mission is to help ensure our clients' success through a customized wealth planning process. We are committed to providing top-tier service, personalized guidance, strategic investment advice, and tailored solutions. Our unwavering dedication to our clients empowers them to achieve their financial goals... We are very proud to announce that Financial Advisor Wael Rashidi was named a Forbes Best-In-State advisor in 2023 and 2024, also AdvisorHub "Advisors to Watch" in 2023. It's an honor to have a teammate nationally recognized as one of the best in the industry-because it means we are serving our clients well... <p>RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions..

Also known as: RBC Wealth Management

Primary location: Green Bay United States