TD Wealth's Investment Portfolio Overview
Town of WakefieldCity · Sanbornville, NH- Document date
- May 2, 2024
The 30-second brief
TD Wealth provided an overview and documentation of the town's investment portfolio and gave their opinion on the town's financial standing.
Td Wealth holds this financial services contract with Town of Wakefield. Its other public contracts on record include work for Greencastle-Antrim SD and Town of Kingsville.
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Contract details
- Contract type
- Financial Services
- Document date
- May 2, 2024
- Term
- NA
- Vendor
- Td Wealth
- Agency
- Town of Wakefield
- Source document
- town-of-wakefield-meeting-minutes-2024-05-02_ca2.pdf (Meeting Minutes)
Td Wealth's other public contracts
More Town of Wakefield contracts
Questions about this contract
Who was awarded the financial services contract by Town of Wakefield?
Td Wealth was awarded this financial services contract by Town of Wakefield, as recorded on May 2, 2024.
What type of contract is this?
This is a Financial Services contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in town-of-wakefield-meeting-minutes-2024-05-02_ca2.pdf (Meeting Minutes), dated May 2, 2024 from Town of Wakefield. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Td Wealth hold?
Td Wealth may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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What is Town of Wakefield currently buying?
Explore Town of Wakefield's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.