In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Episode 33: The Charles Schwab - TD Ameritrade Merger

The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.

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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice