TD Wealth Private Client Group
TD Wealth in Burlington, VT offers comprehensive personal banking and lending solutions through their Private Client Group, providing a high level of local personal service and a streamlined banking experience. With a dedicated Relationship Manager overseeing day-to-day management of personal banking, lending, and investing, clients have access to a full array of TD offerings tailored to individuals with $750,000 or more to invest.
Clients can benefit from premier lending choices starting at $250,000, with flexible funding options for various short- and long-term needs such as liquidity for investments, real estate transactions, bridging cash flow gaps, and refinancing high-interest rate debt. Additionally, TD Wealth provides tailored borrowing solutions with pricing and collateral options based on individual needs, allowing clients to use eligible securities in their TD investment account as collateral for a loan or line of credit.
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