Rockefeller Capital Management
1999 South Bascom Avenue, Campbell, CA 95008
About the Business
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Rockefeller Capital Management, located in Campbell, California, is a leading finance institution that has served families, individuals, institutional investors, and corporations for over seven generations. With a focus on individualized service and a commitment to innovation, Rockefeller Capital Management offers independent strategic business advice, guidance, and investment solutions to meet a wide range of financial needs and objectives.
With a rich history shaped by the Rockefeller family, the institution continues to pave the way for the future of financial services by delivering unique insights and outcomes to its clients. The experienced and talented team at Rockefeller Capital Management approaches each challenge with energy, creativity, and care, ensuring that clients receive the highest level of service and expertise.
Through strategic partnerships and expansions, Rockefeller Capital Management continues to strengthen its presence on the West Coast and nationally, offering a network of opportunities and solutions not commonly found elsewhere. With a focus on integrity, innovation, and the principles that have guided the Rockefeller family for over 140 years, Rockefeller Capital Management is dedicated to shaping a brighter financial future for its clients and the community at large.
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Location & Phone number
1999 S Bascom Ave Suite 700, Campbell, CA 95008, United States
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- Financial Advisor
- Audit & Consulting
- Asset Allocation Strategies
- Boutique Wealth Management
- Corporate Finance Advisory
- Corporate Finance Consulting
- Estate Planning
- Family Office Management
- Financial Independence
- High Net Worth Individual Services
- Independent Investment Research
- Individualized Investment Advice
- Inheritance Planning
- Institutional Investment Solutions
- Institutional Investor Support
- Investment Risk Management
- Long-Term Investment Solutions
- Long-Term Wealth Preservation
- Portfolio Diversification
- Private Client Banking
- Private Equity Advice
- Retirement Planning
- Strategic Business Guidance
- Tax Optimization Techniques
- Wealth Creation Strategies
- Wealth Management Services
- Wealth Preservation Strategies
- Wealth Transfer Solutions
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