The Schaefer Present Investment Group - RBC Wealth Management - Tucson, AZ
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The Schaefer Present Investment Group - Tucson, AZ
The Schaefer Present Investment Group
Richard Schaefer, AWM
Senior Vice President - Branch Director,
Private Client Group
Senior Consulting Group
Bobby Present
Senior Vice President - Financial Advisor,
Consulting Group
Sandy Zimberoff
Senior Registered Client Associate
Deanna Jones
Senior Registered Client Associate
3430 East Sunrise Dr, Suite 250
Tucson, AZ 85718
Map & Directions

Phone: (520) 615-4324
Toll Free: (800) 964-0328
Fax: (520) 299-3671

There’s Wealth in Our Approach.

A Reputation of Trust
At RBC Wealth Management, we’re proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. There are thousands of investment firms to choose from out there, but investors pick us as much for their confidence in our strength and stability as for the comprehensive approach to wealth management and world-class investment solutions we offer. We look forward to earning your trust.

 
Committed to our Community
RBC Wealth Management’s Tucson Branch has committed to build an RBC team of 100 cyclists to ride for a child at this year’s El Tour de Tucson. The Tour, conducted by the Perimeter Biking Association of America, is held on Saturday, Nov. 17 and attracts all skill levels from novice to professional riders. For those who can’t make it to Tucson for the event there is an option to participate in an indoor, stationary bike event from your own community.

The branch is riding to benefit Tu Nidito Children & Family Services. This community organization is dedicated to supporting children impacted by serious medical conditions or grief due to loss of a loved one. Support groups and individual services provide emotional, social and educational tools to children and families and empower them with strength and skills for the future.

If you are interested in becoming part of the RBC Wealth Management team please contact us.

Value Statement
Our team advises individuals, families and businesses on achieving their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. We pride ourselves in building long-term relationships based on trust, integrity and mutual respect.

Let's Take the Next Step Together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.


Contact Us


Richard Schaefer is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DC, FL, HI, IL, IN, KS, LA, MA, MD, MI, MN, ND, NV, NY, OR, PA, TN, TX, UT, VA, WA, WV

Bobby Present is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, LA, MA, MD, MN, MO, NE, NM, NY, PA, TX, UT, VA, WA, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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