Jamieson Financial Services
Insurance Planning | Income Protection | Wealth Preservation | Employee & Executive Benefits
Employee & Executive Benefits
Protect Your Wealth with Foresight
Successful individuals, families, & their advisors work with Jamieson Financial Services to design and implement customized solutions designed to meet their income protection needs and wealth transfer goals. We offer many solutions including IRS-approved tax shelters, estate planning strategies, and long-term care risk management. Jamieson Financial Service prizes its independence, and partners with multiple insurance providers to source industry-leading, cost-effective solutions for our clients.
Dr. Sam P., Owner, Dental Practice
Joel J. CEO, Educational Technology Company
Jeff H. Managing Partner, Law Firm
Jack M. CFO, Technology Company
Thomas R. Collins President & CEO Northern Trust - Missouri
*Disclosure: The testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
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