James Covell - RBC Wealth Management Financial Advisor
223 West Montauk Highway, Hampton Bays, NY 11946
Location & Phone number
223 West Montauk Highway, Hampton Bays, New York 11946, United States
About the Business
Welcome to James Covell - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a distinguished team within the RBC Wealth Management family, we pride ourselves on delivering customized wealth management solutions tailored to each stage of our clients' lives. Our mission is to preserve and enhance your wealth through personalized services, expert insights, and world-class capabilities that help you expand your opportunities and simplify your life.
Our commitment to excellence has earned us recognition on the Forbes Best-In-State Wealth Management Teams list for 2024, reflecting the trust and satisfaction of our valued clients. We extend our gratitude to Forbes, our clients, and colleagues for their continued support and look forward to another successful year of service.
The Covell/Diconza/Newman Group is led by James Covell, a nationally recognized financial advisor, celebrated for his dedication and expertise in the industry. Our team, featured on Reuters TV for our insights on market volatility, is dedicated to providing informed and strategic financial guidance.
We are also committed to social responsibility and community support. In 2016, we were honored with the Partner in Hope Award, recognizing our support for Partners for Women and Justice, an organization dedicated to providing legal assistance to women escaping abusive relationships. Furthermore, through the RBC Blue Water Project, we have contributed to environmental initiatives supporting the Citizens Campaign Fund for the Environment, emphasizing our dedication to sustainable practices.
Our services are available to residents across numerous states, ensuring we can meet the diverse needs of our clients nationwide. Whether you're seeking investment strategies, insurance products, or financial planning, our team is equipped to guide you through every financial decision.
Discover how James Covell - RBC Wealth Management Financial Advisor can help you achieve financial peace of mind. Contact us today to learn more about our comprehensive services and how we can assist you in reaching your financial goals.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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