Rob Rosato is a Financial Advisor with TD Wealth, a division of TD Bank specializing in comprehensive wealth management solutions for individuals, families, and business owners. Operating from New York City, Rob leverages TD Wealth’s deep resources and research capabilities to deliver tailored financial strategies while maintaining a personalized client-focused experience. With a strong emphasis on long-term planning, he works collaboratively to help clients achieve their personal and financial goals, from retirement and estate planning to investment management.

As part of TD Wealth’s advisory network, Rob Rosato offers access to a suite of financial planning services backed by one of North America’s most reputable financial institutions. His approach blends disciplined investment strategies with a holistic view of clients’ financial wellness. TD Wealth is affiliated with TD Bank, a member of the TD Bank Group, one of the 10 largest banks in North America. Clients benefit from robust digital tools, local market knowledge, and a commitment to fiduciary responsibility.

TD Wealth also has a history of supporting local communities through financial literacy programs and charitable initiatives, reflecting its commitment to social responsibility.

Website: https://uswealthadvisors.td.com/us/ny/new-york/rob-rosato

Key Services:

– Personalized financial planning and wealth management
– Retirement planning strategies
– Investment portfolio construction and management
– Tax-sensitive investment strategies
– Estate planning coordination
– Education savings and funding solutions
– Business succession planning
– Risk management and insurance guidance