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TOP 30 Private wealth services in Burlingame, CA
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Jim Lucas - Private Client Advisor
Jim Lucas - Private Client Advisor is a premier financial institution located at 531 Cowper Street in Palo Alto, California, United States. Specializing in providing personalized financial services to high net-worth individuals, Jim Lucas offers tailored investment strategies, wealth management solutions, and retirement planning services. With a commitment to excellence and a focus on building long-term relationships with clients, Jim Lucas - Private Client Advisor is dedicated to helping clients achieve their financial goals and secure their financial future.
City National Bank
City National Bank, located at 1450 Chapin Avenue in Burlingame, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are here to assist you, whether you need personal, private, or business banking solutions. We also provide wealth management, brokerage, leasing services, and software solutions to meet your financial needs. Founded in 1954, City National Bank has a long-standing commitment to helping our clients, colleagues, and communities thrive. Our focus on integrity and building strong client relationships has driven our growth over the years. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, we have the resources and expertise to serve you effectively.
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