Strategic Advantages


Jamieson Financial Services we help successful individuals and companies steer a course to financial independence through:


We provide our customers with over 100 years experience in benefit and personal insurance planning and consultation. We provide cutting edge planning ideas and the most thorough services based on the needs of our clients.


Principals and staff are trained, experienced insurance professionals. We strive to provide the highest level of service to our clients, and we are proud of our many long-term relationships. Our role is to complement the services provided by our clients' attorneys and accountants as a value-added member of their advisory team.

Tailored Service & Solutions

We take time to understand your goals and objectives. Our expert team works with you and your advisors to design custom plans to help you transform your goals into reality. If funding vehicles are necessary, we represent your interests in the marketplace to find the best product for your specific situation based on suitability, structure and performance.

Proprietary Products

M Financial's collective buying power and superior experience (mortality, persistency, and policy size) result in exclusive pricing for proprietary products available to Member Firm clients.


We have a variety of relationships with vendors and specialists to assist us in meeting our client’s objectives for Qualified and Non-Qualified Retirement Plans, as well as with other insurance companies if an expanded Due Care is necessary.