JL3 Financial

Graduating college is a major milestone, and it’s also a great time to start building smart financial habits through investing. If your family has questions about helping a recent graduate get started, our team is always here to help.

Help Your College Grad Become an Investor Looking for a meaningful college graduation present? Consider opening up the world of investing.

Custodial accounts offer a flexible way to save for a child’s future with fewer restrictions than traditional college plans. If you think this could fit your situation, reach out to us for more information.

Saving for College: Custodial Accounts Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.

Exciting News! We’re hiring! JL3 Financial is looking for a Financial Representative to join our Eau Claire, WI office.

If you’re interested in helping clients plan for their financial future and growing your career with a supportive team, we’d love to hear from you.

For more information and to apply, click here: https://www.linkedin.com/jobs/view/4393471092/