Jen Boldt Email & Phone Number

Jen Boldt is a Financial Advisor at Envision Wealth, Strategic Partner of First Financial Group.

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  Financial Advisor

  Envision Wealth, Strategic Partner Of First Financial Group

  Mar 2024 - Present - Urbandale, Ia

  Teaching strategies, changing lives, making a difference.Financial decisions are often made without the understanding of the potential impact to overall financial well being. I strive to fully educate clients on their current financial situation and work with them to become more organized, better protected, and set up with a strategies for the future. Thus, allowing them to fully maximize their financial potential.It takes just 45 minutes to introduce the process that I use. How… Show more Teaching strategies, changing lives, making a difference.Financial decisions are often made without the understanding of the potential impact to overall financial well being. I strive to fully educate clients on their current financial situation and work with them to become more organized, better protected, and set up with a strategies for the future. Thus, allowing them to fully maximize their financial potential.It takes just 45 minutes to introduce the process that I use. How about hearing about what I do and seeing if I could help you? Registered Representative of and securities and investment advisory services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. (301) 907-9030 Licensed to sell insurance in AZ, CA, CO, IA, IL, KS, MI, MN, MO, ND, NE, SC, TN, TX, WA and WI. CA insurance license #0K01126. Licensed to sell securities in CA, CO, FL, IA, IL KS, MN, MO, NE, TN, TX and WA. Show less

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  Wayne State College

  Bs