TD Bank - Claudia Balarezo Financial Advisor
(561) 466-5865
Registered Address
255 Alhambra Circle,
Coral Gables, FL 33134
US
See you in a bit
About Claudia Balarezo
Claudia Balarezo has been actively engaged in fostering strong client relationships and helping clients with their financial goals.
Claudia works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals.
Prior to joining TD Wealth in 2018, Claudia held roles as a Financial Services Representative at TD Bank and as a Customer Service Representative at TD Bank.
Claudia is a graduate of the Florida International University with a Bachelor's of Science in Business Adminstration degree.
Claudia works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals.
Prior to joining TD Wealth in 2018, Claudia held roles as a Financial Services Representative at TD Bank and as a Customer Service Representative at TD Bank.
Claudia is a graduate of the Florida International University with a Bachelor's of Science in Business Adminstration degree.
Languages available
English
Services
- Planning
- Annuities
- Life Insurance
- Investment Management Services
Registrations
- Series 65The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
- Life/Health Insurance License
Education
Florida International University
Bachelor's of Science in Business Adminstration
Claudia can meet at these stores
Investment Solutions
TD Automated Investing
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TD Automated Investing Plus
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TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.
Let's talk about your personal wealth journey
At every stage of investing, we can help
We'll help you get started and to find an appropriate investment
Whatever your goals or timeline, we can help you get there. We'll help you get started and to find an appropriate investment
Work towards a worry-free retirement and leave the legacy you want
Take a comprehensive approach to growth and preservation strategies for your personal assets, while considering the value of your business, with TD Wealth Private Client Group.
Frequently Asked Questions
About TD Wealth
For decades, TD Wealth has provided guidance and investing insights to help people like you reach their financial goals. Today, we offer multiple ways to put your money to work for you, from automated investing to private wealth management. A TD Wealth Advisor can help you match your investing style with the strategy that works best for you. We’re available to you in TD stores, by phone, through video conference or in person.