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.
Joel J. CEO, Educational Technology Company
Thomas R. Collins President & CEO Northern Trust - Missouri
Jack M. CFO, Technology Company
Dr. Sam P., Owner, Dental Practice
Jeff H. Managing Partner, Law Firm
*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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