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  • CREATE LEGACIES WITH YOUR VALUES.

    Create experiences & legacies with your values.

    For us, it’s not just the end result, it’s how you get there. Ask us for direction.

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Each client comes to us with a unique personality and philosophy about life, holding passionate interests on social issues. All of these elements should be celebrated in your financial plan or investment allocation. To us, you are far more than a standard ‘pie-chart’ allocation, and *your plan* should reflect *your values*.

Jamiel Financial Advisors, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor.

The Representative associated with this site is registered to conduct business in the following states: Rhode Island, Massachusetts, Michigan, Delaware, Virginia, Florida.

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