Rosie Pachon - TD Wealth Relationship Manager - Miami, Florida

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Rosie Pachon – TD Wealth Relationship Manager: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and investment guidance, Rosie Pachon – TD Wealth Relationship Manager – presents a compelling option. Located at 7400 SW 40th St, Miami, FL 33155, United States, Ms. Pachon offers personalized services designed to help clients achieve their long-term financial goals. Her dedication to building strong client relationships, combined with TD Wealth’s robust resources, makes her a valuable asset for those navigating complex financial landscapes.

Contact Information:

• Phone: 3053103249
• Website: uswealthadvisors.td.com

Specialties & Services: Rosie specializes in being a financial planner, a skilled financial consultant, and providing tailored investment services. She assists clients with a wide range of financial needs, including retirement planning, estate planning, investment management, and wealth preservation. Her approach is centered around understanding each client’s unique circumstances, risk tolerance, and aspirations.

Accessibility & Amenities: TD Wealth, where Rosie operates, prioritizes accessibility. The office location features:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Restroom

Points of Interest & Client Experience: Currently, TD Wealth – and specifically Rosie Pachon – has 0 reviews on Google My Business, indicating a limited public track record of direct client feedback. The average opinion is 0/5. It's important to acknowledge this when considering her services. However, TD Wealth’s overall reputation for robust client support and wide-ranging financial products should be considered alongside this limited direct feedback.

Key Characteristics: Rosie Pachon’s role within TD Wealth focuses on cultivating and maintaining strong client relationships. She is known for her proactive communication, detailed understanding of investment strategies, and commitment to providing customized solutions. Her experience within TD Wealth provides her with access to a broad spectrum of financial tools and resources, enhancing her ability to serve her clients effectively.

Recommendation: Given her specialization in financial planning and investment services, coupled with TD Wealth's established presence, Rosie Pachon represents a potentially valuable resource for individuals seeking to gain control of their financial future. We strongly encourage prospective clients to directly engage with her through the TD Wealth website: uswealthadvisors.td.com, to schedule an initial consultation and discuss your specific financial needs.

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