Tara Downs Rocchetti CFP

Tara Downs Rocchetti is a CERTIFIED FINANCIAL PLANNER serving the Greater Hamilton, Oakville, Niagara, and Toronto communities, offering personalized financial planning services tailored to individual needs. With expertise in investment planning, tax strategies, and retirement services, Tara is committed to helping clients achieve their financial goals, regardless of their background or circumstances.

Fluent in both English and Spanish, Tara emphasizes the importance of community education and collaboration to develop effective financial strategies for her clients. Her services extend to specialized areas such as cross-border financial planning for U.S. citizens living in Canada and financial planning for individuals with disabilities, ensuring a comprehensive approach to financial well-being.

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