About

About

Different indeed

1.   First, I leave no stone unturned in my search for truth and value to provide my clients with confidence for their financial future.

Having grown up combing the beaches of New England, I have a life-long, insatiable appetite to search for, uncover and find value along my path. Whether culling out that investment gem, researching a tax question or seeking the best solution to a complex planning question, my instinct is never to be complacent or comfortable, but to turn over every stone that might provide a benefit to my clients.

2.  Second is my ability to take complicated information and bring everything together so that my clients can be confident in their ability to make good decisions.

Much like a law clerk or junior officer, I begin by discovering, organizing and condensing the issues, analyzing them against the backdrop of financial rules and economic conditions. It’s very much like putting together a puzzle, but once it is together, my clients can see the whole picture because I’ve made it simple for them to understand what they need to know.

3.  Finally, my relentless approach to details gives my clients and their families the assurance that comes from knowing that everything is locked down correctly, as they prepare for their family transitions.

My experience as an executor of an insufficiently constructed estate, as well as the emotional fatigue that resulted from administering long-term care insurance benefits to a parent, enable me to approach potentially stressful family situations with compassion and empathy. Clients appreciate my ability to help them prepare for the unexpected and avoid the emotional and financial damage common mistakes can cause.  

 

Jamiel Financial Advisors, LLC is an independent firm. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a registered investment advisor.  Cetera is under separate ownership from any other named entity.  

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

[Disclosure of Order Routing Information|Privacy Policy|Business Continuity|Privacy Promise|Important Disclosures]

Website Design For Financial Services Professionals | Copyright 2021 AdvisorWebsites.com. All rights reserved