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Jeff Schultz

Practitioner of Infinite Banking Concepts/Circle of Wealth

Jeff Schultz is the Owner and Agent at Root Assets, a financial services firm based in Tucson, Arizona. He has held this position since October 2014, focusing on helping clients identify and recover money they may be losing unknowingly or unnecessarily. This approach aims to enhance their financial security without disrupting their current lifestyle.12

Prior to founding Root Assets, Schultz worked as a Wealth Transfer Specialist at Nova Insurance Services, LLC, from June 2011 to October 2014. His expertise lies in financial planning and wealth management, where he emphasizes innovative strategies for financial growth.13

Related Questions

What is the unique approach Jeff Schultz uses at Root Assets?
How does Jeff Schultz help people find money they are losing unnecessarily?
What was Jeff Schultz's role at Nova Insurance Services, LLC?
How long has Jeff Schultz been the owner/agent at Root Assets?
What is Jeff Schultz's background in financial services?
Jeff Schultz
Jeff Schultz, photo 1
Jeff Schultz, photo 2
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Location

Tucson, Arizona Area