Bernard Herrera

Chi Mak is a Relationship Manager at TD Bank in Brooklyn, NY, specializing in a wide array of financial services including mortgages, investment management, and financial planning. With a degree in Finance from Pace University, Chi Mak is equipped to assist clients in achieving their personal and commercial financial goals. TD Wealth, where Chi Mak operates, offers tailored investment solutions ranging from automated investing to private wealth management, ensuring that clients receive guidance suited to their unique financial situations. The firm emphasizes a comprehensive approach to wealth growth and preservation, catering to both individual and business owner needs. Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office on Madison Avenue is here for you, serving New York City and the Brooklyn and Queens boroughs. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Our TD Wealth Advisors are available to provide you with goals-based advice to help you meet your financial goals.