Our Clients

Our Clients

Accomplished in their professional lives, my clients also value their loving family relationships, and focus most of their time and energy on these two areas of their lives.

After many years of putting others before themselves in family and profession, they are ready to focus on doing what they enjoy for simple, personal satisfaction.

Their most important goal is not outliving their money—having enough to provide their desired lifestyle during retirement. But they also want to make good decisions for the benefit of their kids and grandkids. And, since most are involved in their communities, they want to make an impact through their own activities and financial contributions.

Although they may have made bold decisions during their professional career, they tend to be much more conservative in their approach to retirement planning.  They recognize the risks that can result from making a bad decision and then being unable to recover.  Sometimes they are overwhelmed by the complexity of putting together a financial plan, and dealing with taxes, government regulations, family dynamics, investment risks, and modern and sophisticated financial products.

My clients know I am there for them – they understand that I am accessible and welcome their inquiries, comments and concerns. They have come to expect that I do what’s right for them, and they feel informed, comfortable, confident and at ease as they look toward their future.

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 2024 AdvisorWebsites.com. All rights reserved