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Claudia Pereira - TD Wealth Financial Advisor

Financial planner

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Services Offered

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Wealth Management

About

Claudia Pereira is a financial advisor based in Springfield, Massachusetts, affiliated 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 practice focuses on helping individuals and families achieve their financial aspirations through comprehensive planning and investment strategies.

Reviews

Location

1800 Boston Rd, Springfield, Massachusetts
Map showing location in Springfield, Massachusetts
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Contact This Advisor

Business Information

Address

1800 Boston Rd
Springfield, Massachusetts 01129

Phone

+1413-209-7475

Website

https://uswealthadvisors.td.com/us/ma/springfield/claudia-pereira

Business Hours

Contact for business hours