Jewel Financial
company
89 mentions
56 recordings
first heard Dec 2024
last heard 3 Jun
±0 this month
Financial firm suggested as investment manager for trust
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newest first · ▶ plays the momentQuint (host)DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing · Who Should Manage My Trust? · 6:37 · 3 Jun
…But the trustee has been told that he would utilize Juul Financial as the investment manager.…
Quint (host)DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing · Who Should Manage My Trust? · 6:16 · 3 Jun
…And what I have done is a little bit different because what I have done, you have to understand, I've been in the business 25 years and I clearly would name our firm, Jewel Financial, as the firm who's going to be managing the money.…
Logan (host)DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing · How to Be a Good Client for a Financial Advisor · 4:08 · 25 Feb
…So that's total sidebar, but he's also super integral and very detailed in some of the next iterations of Jewel Financial and what we're going through as a business as well.…
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