Bufkin Hefferon & Siegel

Lloydsplanning.com is a dedicated business agency committed to empowering companies to thrive in a dynamic landscape through tailored solutions and a client-centric approach. With a team of 20 experienced professionals across diverse industries, they focus on delivering exceptional results that align with their clients' unique goals. Offering a comprehensive suite of services including content creation, search engine optimization, and social media marketing, Lloydsplanning.com prioritizes innovation and collaboration. Their passion for quality and safety ensures that every detail is meticulously crafted to drive sustainable growth and success for their clients. Generated from the website

Bernard Herrera is a Private Client Relationship Manager at TD Wealth, specializing in comprehensive financial solutions for high-net-worth individuals. He collaborates closely with clients to assess their needs and develop tailored strategies that leverage the resources of TD Wealth and TD Bank. With a background at Citigroup and holding multiple FINRA registrations, Herrera offers a wide range of services including private banking, investment management, and estate planning. His approach focuses on building extensive relationships and assembling specialized teams to meet the diverse needs of each client. Generated from the website

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