Financial Planning, Wealth & Tax Advisory

In this informative video, David walks you through the timelines and expectations surrounding the official account mergers resulting from the TD Ameritrade merger. Gain valuable insights into the process as David demystifies the steps involved, ensuring a smooth transition for your investments. Discover the key milestones, important deadlines, and actionable steps to take during this period of change. Stay informed and empowered as David Schlossberg provides expert guidance to navigate through the merger seamlessly. Don’t miss out on this vital information to protect and optimize your financial future. Watch now!