Loose Stones, EP 1: Navigating Client Conundrums with Jason Runung
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Loose Stones, EP 1: Navigating Client Conundrums with Jason Runung
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Join us for our new Loose Stones segment as we tackle real client questions that can trip you up on your financial journey. Our clients asked questions, our advisors provided answers, and in this episode, Jason Runung adds his expert perspective to the mix. Jason joins us from our Denver Tech Center office and is a wealth of knowledge. From investment strategies to retirement planning, we're here to clear the path to your financial summit.
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!
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