TD Ameritrade & Charles Schwab Merger

Nicole Treadwell |

As of October 6th, the acquisition of TD Ameritrade by Charles Schwab was finalized.  The process of bringing the two companies together is expected to take 18 to 36 months.  During this time, the two firms will operate as separate custodians, and our clients should not experience any change in service.  FIRST Financial Group is committed to providing our clients with top tier service, including the delivery of custodial services.  We will keep our clients informed of any changes as the merger process moves along.  For more information on the merger or FIRST Financial Group, please call our office at 919-876-4926.