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Financial PlannerFinancial PlanningFinancial Consultant
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
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- JMJason McKenzieDec 15, 20235.0Prior to being introduced to Adam, we had never been offered a financial plan from any of our banks. We knew what our goals were and had always been working toward them but we had no idea if we would be able to reach them. We had no idea if we were doing the "right" things to reach those goals. Adam took the time to get to know both of us and what our priorities were. He worked with us to develop a financial plan that we were both comfortable with and that we could both commit to. He clearly presented the plan and explained everything in detail. He is always responsive to our calls and emails. We feel like we finally have someone looking after our investments and goals.
- CMCassidy McAuliffeDec 11, 20235.0Adam has been extremely helpful in helping my partner, and I plan for our goals, both short term and long term. Before working with him, I felt daunted by investments and lacked financial knowledge, but he was very thorough, clear and patient in explaining how everything worked and what our best options were. He was also helpful in working with us when we wanted to explore investment opportunities in more responsible industries and companies. Anytime we had questions or needed to discuss something with him, he was happy to take the time to talk with us, and we never felt rushed out of a meeting. Overall, we are really happy with Adam and thankful that we chose him as our Financial Planner!
- GSGabrielle StewartAug 14, 20235.0Adam is an absolute pleasure to work with. Not only is he professional, he’s helped me reach my goals. I highly recommend him.
- RCRicky CussonAug 14, 20235.0Very professional and thorough. Adam not only helped me grow my wealth he also guided me through various retirement options. Highly recommend.
- CFCabin FiveAug 14, 20235.0Working with Adam has been an absolute pleasure! Their attention to detail is unmatched, and their honesty and kindness make the financial planning process truly refreshing. They're not just about numbers; they genuinely care about your well-being and success. I appreciate how Adam always puts my best interests first, ensuring that my financial goals align with my dreams for growth and prosperity. If you're looking for a financial advisor who embodies these qualities and more, I would highly recommend him! He is the kind of professional you want on your side for a secure and successful financial future.
Frequently Asked Questions About Adam Rothensee - TD Financial Planner
What types of financial services does Adam Rothensee - TD Financial Planner offer?
Adam Rothensee offers a variety of financial services including Chequing & Savings accounts, Credit Cards, Mortgages, Loans, Lines of Credit, and Retirement Planning.
Where is Adam Rothensee - TD Financial Planner located?
Adam Rothensee - TD Financial Planner is located at 1935 Paris St, Sudbury, ON, P3E 3C6, Canada.
How can I contact Adam Rothensee - TD Financial Planner?
You can contact Adam Rothensee by phone at +1 705-566-7992 or via email at adam.rothensee@td.com.
Is Adam Rothensee - TD Financial Planner currently open?
Yes, Adam Rothensee - TD Financial Planner is currently open.
How can I book an appointment with Adam Rothensee - TD Financial Planner?
You can request an appointment online through their booking page at http://financialplanners.td.com/adam.rothensee/index.htm#requestappointment?utm_source=GMB&utm_medium=ApptBooking&utm_campaign=Yext.
Does Adam Rothensee - TD Financial Planner have an online presence for more information?
Yes, more information is available at http://financialplanners.td.com/adam.rothensee?&src=FPYEXT.
Are there other TD financial planners near Adam Rothensee's location?
Yes, John R. Black - TD Financial Planner is nearby and also offers financial services.
What nearby places can I visit around Adam Rothensee - TD Financial Planner for convenience?
Nearby you can find TD Canada Trust Branch and ATM for banking needs, Shoppers Drug Mart for pharmacy and convenience items, and Canada Post for postal services.
Are there dining options near Adam Rothensee - TD Financial Planner?
Yes, Wine Rack and Bento Sushi are nearby options where you can enjoy food and beverages before or after your visit.
What other amenities are close to Adam Rothensee - TD Financial Planner?
Nearby amenities include Starbucks Canada for coffee, Messier’s Your Independent Grocer Sudbury for grocery shopping, and Techparadise for electronics.