Bill Herf, CFP RBC Scottsdale Wealth Management Arizona

I'm here for you

As COVID-19 continues to increase its impact, RBC Wealth Management is committed to protecting the health and safety of our employees, clients and communities. Accordingly, our physical branch office is closed until further notice to help stop the spread of the virus.

I remain reachable by phone or email and ready to serve you. Additionally, I encourage you to access your account via RBC Wealth Management Online.

I apologize for any inconvenience this branch closure may cause. I remain committed to serving you during this period of uncertainty. Please contact me with any questions or concerns.

What's next?

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

plan for retirement, including the creation of an income stream;
fund an education for a loved one;
prepare for a major purchase;
protect their family or income; and
create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

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Let's start the conversation

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<p>RBC Wealth Management Financial Advisors may only conduct business with residents of states for which they are properly registered. Do not use email to give us time sensitive information, personal identification information or to send account related instructions (such as an order to purchase or sell a security or transfer funds.) Email messages are not secure; therefore, please use caution when sending information via email.</p>

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.

<p>RBC Wealth Management received the highest score in the J.D. Power 2020 U.S. Full-Service Investor Satisfaction Study of customer satisfaction with full-service investment firms. Visit <a href="https://www.jdpower.com/awards" target="_blank">jdpower.com/awards</a>.</p>

William Herf, CFP®

Senior Vice President - Financial Advisor

480-609-4922

Email |

William Herf

What's next?

What is important to you?

Let's start the conversation

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

William Herf, CFP®

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