TD Wealth
Kelly Kimball, Estate Settlement & Wealth Advisor
kelly.s.kimball@tdbanknorth.com
802.860.5553 / 802.860.5409 fax
111 Main Street, P.O. Box 409
Burlington, VT 05402
TD Wealth Management offers customized solutions to manage your financial needs. Our comprehensive and customized solutions give you confidence in your decisions and help you enjoy the freedom you’ve earned.
Today and through the years ahead, we will work with you to help build, preserve and transition your investments. To help you pursue your financial goals, we have built an exceptional team of professionals and offer:
Private Trust
Provides estate planning and administration, trust and tax planning and preparation for you, your family or your foundation on a personal and fiduciary basis.
- Professional management of Trusts
- Estate planning to deliver tax efficient solutions
- Professional Executor and Trust Services, including assistance for individuals serving as Executors and Trustees
- Tax planning and preparation
- Financial Care and Management
Private Investment Counsel
Creates and manages a tailored investment portfolio, taking into consideration your immediate financial goals and long-term aspirations.
- Tailored management of investment portfolios, to include day-to-day monitoring and administration, maximization of return relative to risk.
- Discretionary portfolio management
Retirement Plan Services
Has the expertise to advise you on the products and services (such as 401k, 403b, 457, profit sharing and pension plans) that are appropriate for your business today and flexible enough to meet your needs in the future. Retirement Plan Advisors are adept at understanding the unique needs of each client and have a thorough knowledge of retirement plan tax regulations.
- Retirement plan services to businesses, institutions, and non-profits 401k, 403b, defined benefit plans, and profit sharing.
©2011 Vermont Elder Resource Group. All rights reserved. Site by: Starr Jewell Marketing Services