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Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

Parsons Capital Management, one of the largest independently owned investment management firms in the region, has seen substantial growth since its inception, with assets under management increasing from $60 million in 1994 to over $2 billion as of December 31, 2024. The firm specializes in catering to individuals, trusts, foundations, institutions, and retirement accounts, drawing on extensive experience and in-depth market analysis to meet clients' financial needs. With 30 years in business and three office locations, Parsons Capital Management focuses on successful asset management through collective personal experience gathered across numerous market cycles. Their commitment to understanding clients' financial goals underpins their investment services and advice. Generated from the website

Apella Wealth is an employee-owned firm of financial advisors dedicated to delivering innovative planning and investment solutions based on independent, evidence-based thinking. They prioritize transparency and integrity, ensuring that their clients' best interests are always at the forefront of their services. With a comprehensive range of wealth management services, Apella Wealth assists individuals, families, businesses, and institutions in achieving their long-term financial goals. Their approach combines rigorous data analysis and academic research, allowing clients to navigate various life stages, from starting a family to planning for retirement and legacy building. Generated from the website