Jamieson Financial Services

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

Insurance Planning
Income Protection
Asset Preservation
Employee & Executive Benefits

Safeguard Your Assets 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 asset transfer goals. We offer many solutions including 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.

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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.
Jamieson Financial Services is independently owned and operated.

Jamieson Financial Services is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states.

Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements.

The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #3439415.3

Jamieson Financial Services

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

Insurance Planning Income Protection Asset Preservation Employee & Executive Benefits

Safeguard Your Assets with Foresight

Insurance Planning
Income Protection
Asset Preservation
Employee & Executive Benefits