There’s no better time than now to talk to Courier.
Since 1967, Courier Capital has been a Western New York provider of choice for customized investment management, retirement planning, and consulting services. Our clients include individuals, businesses, institutions, and foundations. We are dedicated to providing a broad independent and objective investment solution. Our clients’ interests will always come first. These values align very well with our new partner, Financial Institutions, Inc. and will enhance our service to both respective client groups. Through the relationships with Five Star Bank, Five Star Investment Services, Five Star Affinity Insurance Agencies, and Scott Danahy Naylon, we are positioned to meet every need of every client.
TD Ameritrade Accounts Migrating to Charles Schwab
In November 2019, Charles Schwab acquired TD Ameritrade. This Labor Day weekend, Schwab will officially assume the custodian role for your account(s) currently held at TD Ameritrade and Courier Capital will remain your investment adviser. Schwab will provide us and our clients with a dedicated team that is focused on ensuring our clients have the highest level of service. If your accounts are held at a custodian other than TD Ameritrade or Charles Schwab you will not be impacted by this transaction.
If you utilize online access with TD Ameritrade’s AdvisorClient® at https://advisorclient.com, you can learn more about the transition there or by visiting https://welcome.schwab.com