Shamsa K Rooplal - TD Wealth Financial Advisor

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Shamsa K Rooplal is a financial advisor based in New York, New York, providing personalized financial planning and investment guidance through TD Wealth. She prepares a tailored Client Profile and develops a unique holistic TD Wealth Plan that aligns with clients' financial goals. Shamsa offers services that include retirement planning, investment management, and ongoing financial guidance. Her practice is dedicated to helping individuals and families navigate their financial journeys and adapt their strategies as their objectives evolve.

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