Claudia Balarezo - TD Wealth Financial Advisor

Services Offered

• financial planning
• investment management
• retirement planning

About

Claudia Balarezo is a financial advisor based in Palmetto Bay, Florida, with TD Wealth. She prepares personalized Client Profiles and develops unique holistic TD Wealth Plans tailored to individual financial goals. Claudia provides financial guidance and solutions that adapt as clients' objectives change. Her services include comprehensive financial planning, investment management, and retirement planning, catering to individuals and families seeking to achieve their financial aspirations.

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