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  • Writer's pictureVillage Wealth Advisors

Video: Transitioning from TD Ameritrade to Schwab

Updated: Aug 11, 2023

Jon Courtney of Village Wealth Advisors walks his clients through the upcoming transition of their accounts from TD Ameritrade to Schwab. Jon also gives his clients a short market update, as well as his predictions of what the rest of the year may bring.

At Village Wealth Advisors, we help clients develop a plan for living followed by a plan to fund it. From financial planning to investment management, during stable or unstable markets….our expertise will help you live worry free.

"All opinions and estimates constitute Village Wealth Advisors’ judgment as of the date of this communication and are subject to change without notice. Village Wealth Advisors does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments."

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