This past year, a dear client of ours was celebrating his birthday while battling a rare form of cancer.
In an effort to boost the client’s spirits, Michael had a special cake baked and drove up north to surprise him on his birthday. He celebrated with the client and his wife while singing “Happy Birthday” around their kitchen table.
Michael considers his clients an extension of his own family, and this is one of many examples that occur on a regular basis throughout the year that demonstrates the high level of care Michael brings to his client relationships.
Michael considers his clients an extension of his own family, and this is one of many examples that occur on a regular basis throughout the year that demonstrates the high level of care Michael brings to his client relationships.
Meet The Team
Associate Investment Advisor
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Additional TD Specialists
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Tax and Estate Planner