Service was so helpful. Heather at the front desk went above and beyond to aid in navigating a TD Ameritrade/Schwab merger-related challenge.I see there's an option to add photos to this review. It did not occur to me to photodocument the moment.
April 2022
Went in for an inherited IRA. Thought it would be fairly easy, but now we have to take several additional steps. It's difficult enough to deal with a death, buy this seems ridiculous.