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About
Investment ServiceFinancial ConsultantStock BrokerFinancial Planning
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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- RDRichard DigginsJul 2, 20245.0I've been dealing with Rob for about 20 years and am very satisfied with the advice and service that I get from him and TD. Their services are not cheap but the peace of mind that comes from having a reputable team backing me up is well worth it. My returns have been great and my investments, due to the products provided, are secure with guaranteed values.
- TNTrixie NelsonApr 2, 20241.0Never returns calls and very poor customer service …… just sayin
Frequently Asked Questions About TD Wealth Private Investment Advice
What are the operating hours dedicated to serving seniors and vulnerable populations at TD Wealth Private Investment Advice in Waterloo?
The first hour of operation is dedicated to serving seniors and vulnerable populations with urgent in-person banking needs to ensure their safety and support.
How is TD Wealth Private Investment Advice ensuring customer and colleague safety during visits?
The branch has implemented physical distancing guidelines, limits the number of customers inside, and advises visitors not to come if they have COVID-19 symptoms or exposure.
Do I need to schedule an appointment for financial advice or investment assistance at this TD Wealth location?
Yes, for borrowing, investing, or other financial advice requiring in-person assistance, customers are encouraged to book an appointment online.
What is the physical address and contact number for TD Wealth Private Investment Advice in Waterloo?
The branch is located at 412 Albert St., Waterloo, ON, N2L 3V3. You can reach them by phone at +1 519-725-1214.
Where can I book an appointment with TD Wealth Private Investment Advice in Waterloo?
Appointments can be booked online at http://advisors.td.com/waterloo#requestappointment to ensure you receive personalized financial advice.
What kind of services does TD Wealth Private Investment Advice offer?
They offer investment services, financial consulting, stock brokerage, and financial planning to help manage and grow your wealth.
Are there other financial or banking services near TD Wealth Private Investment Advice in Waterloo?
Yes, nearby there are several related financial services including additional TD Wealth Private Investment Advice offices and Robert Sager - TD Wealth Private Investment Advice.
What nearby businesses can I visit for IT consulting or software development near TD Wealth Private Investment Advice?
You can visit Tech Matrix - Waterloo, which specializes in IT consulting, computer repair, and software development, located near the TD Wealth office.
Are there any nearby landscaping or home improvement stores close to TD Wealth Private Investment Advice?
Yes, Artistic Landscaping Inc and Shop Artisticland are nearby for landscaping, gardening, and women's clothing and home decor needs.
Can customers visiting TD Wealth Private Investment Advice explore healthcare or fitness services nearby?
Depth Training & Physiotherapy offers gym and physical therapy services close to TD Wealth, ideal for those seeking wellness options before or after a visit.