Jamieson Financial Services

Insurance Planning  |  Income Protection  |  Wealth Preservation  |  Employee & Executive Benefits

Insurance Planning
Income Protection
Wealth Preservation
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.

Client Testimonials

Jamieson Financial Services has worked with our law firm for many years and has consistently provided great service. They are proactive in helping us provide top quality benefit programs for our employees. There “we have your back” philosophy allows us to focus our time on practicing law.


Jeff H. Managing Partner, Law Firm

2021-01-14T00:00:52+00:00

Jeff H. Managing Partner, Law Firm

Jamieson Financial Services has worked with our law firm for many years and has consistently provided great service. They are proactive in helping us provide top quality benefit programs for our employees. There “we have your back” philosophy allows us to focus our time on practicing law.
JFS has been an outstanding resource for Defined Learning. Whenever we have had questions regarding HR they have worked with us to solve them. JFS showed us not only ways to enhance our benefits but also saved us a considerable amount of premium. The onboarding tool they provided for us has been a great resource for our employees and taken a lot of the HR duties off my plate.


Joel J. CEO, Educational Technology Company

2021-01-13T23:59:11+00:00

Joel J. CEO, Educational Technology Company

JFS has been an outstanding resource for Defined Learning. Whenever we have had questions regarding HR they have worked with us to solve them. JFS showed us not only ways to enhance our benefits but also saved us a considerable amount of premium. The onboarding tool they provided for us has been a great resource for our employees and taken a lot of the HR duties off my plate.
JFS has provided excellent guidance and service in the increasing complex benefits environment. They helped us create and implement a comprehensive company benefit program which not only rewards our team but has made us more competitive in the labor market. Thanks to their pro-active approach, expertise, counsel and partnership we are able to focus on growing our business.


Jack M. CFO, Technology Company

2021-01-13T23:51:54+00:00

Jack M. CFO, Technology Company

JFS has provided excellent guidance and service in the increasing complex benefits environment. They helped us create and implement a comprehensive company benefit program which not only rewards our team but has made us more competitive in the labor market. Thanks to their pro-active approach, expertise, counsel and partnership we are able to focus on growing our business.
JFS provides great service, they are proactive and responsive to our employee’s needs. They allow us to focus on the practice of dentistry and they help take care of the details!


Dr. Sam P., Owner, Dental Practice

2021-01-14T00:02:59+00:00

Dr. Sam P., Owner, Dental Practice

JFS provides great service, they are proactive and responsive to our employee’s needs. They allow us to focus on the practice of dentistry and they help take care of the details!
"My wife and I were looking for some help with our long term care insurance planning. David worked responsively with us in identifying our needs and financial capacity and delivered a great solution for us. We would recommend him to anyone looking for long term care insurance."

Thomas R. Collins President & CEO Northern Trust - Missouri

2020-06-09T15:49:28+00:00

Thomas R. Collins President & CEO Northern Trust - Missouri

"My wife and I were looking for some help with our long term care insurance planning. David worked responsively with us in identifying our needs and financial capacity and delivered a great solution for us. We would recommend him to anyone looking for long term care insurance."

*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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