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Questions we may ask:
- Age of you and your spouse? - What you are investing for? - Any current investments? - Current occupation? - Any previous investing experience? |
Questions you might ask:
- How will jazz manage my money? - How is jazz better than others? - How do I get the most out of jazz? - How safe is my money? - What happens if I don't want to use jazz anymore? |
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Heads up!
Keep in mind we can only give investing / financial advice to current clients. Advice for existing accounts at other firms should be directed to them. |
