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Kurt Schaefer is a Private Client Relationship Manager at TD Wealth, specializing in providing comprehensive financial services to high-net-worth individuals. He leverages TD Wealth's extensive resources to develop tailored financial strategies that align with clients' unique goals. With a background as an Agency Consultant and holding notable credentials such as the Certified Financial Planner designation, Schaefer offers expert guidance in a variety of areas, including wealth management, estate planning, and investment services. His approach combines personalized attention with a dedicated team of specialists to effectively meet clients' diverse financial needs. Generated from the website

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.