Irina Kokini - TD Wealth Relationship Manager

Across the Upper East Side’s tree-lined blocks, the demand for thoughtful financial guidance is clear. Irina Kokini - TD Wealth Relationship Manager sits at the corner of Third Avenue and East 65th Street, helping professionals organize their family legacies alongside their day-to-day priorities. The firm’s focus isn’t just on numbers—estate coordination, retirement blueprints, and insurance strategies are shaped to glide alongside each client’s rhythm.

Up from the 3 train’s 67th Street station, the address on 1230 3rd Ave puts reliable expertise within a few blocks of Park Avenue. Filing annual tax projections alongside quarterly portfolio adjustments keeps the big picture in focus without crowding the timeline. Beneficiary designations never disappear from the conversation, and small-business transition plans fold seamlessly into company retirement structures.

Catch the C train or hop off at 63rd Street–Lexington to drop by; the same skills that streamline trust funding also safeguard cash-flow during market shifts. To pencil in a quick phone chat, call (646) 632-5296. Find your walk route and building entrance on the map here. Plenty of coffee spots nearby—perfect for a follow-up outline.