Our Philosophy

Our Philosophy

While being compassionate and empathetic, leave no stone unturned by rejecting complacency

Leaving ‘no stone unturned’, our relentless pursuit for the best course of action compels us to constantly challenge ourselves to identify and evaluate all realistic courses of action for the client.  Our clients are not transactions.  They are relationships, where clients are made comfortable knowing we do not allow ourselves to be complacent.  With a repetitive and methodical process borrowed from US ARMY Military Intelligence training and experience, our clients are benefited by the confidence which comes from the relentless process whereby no stone is left unturned.  

Our clients seek out Jamiel Financial Advisors for a first-hand perspective on the best practices for protecting and preserving assets through retirement years so as to allow the client freedom to enjoy what they want to do, rather than to be burdened with chronic anxiety about ‘what and how’ things should be done.

With first-hand experience as an Executor of a large and complicated Estate, Kurt Jamiel can provide valuable perspective and guidance to both the Grantor and the Executor.  With just several simple suggestions for organization and facilitated discussion, a Grantor’s wishes stand a better chance of being efficiently carried out, rather than suffering an unexpected grind in a Probate Court.  Additionally, first-hand experience with administering a Long-Term Care insurance claim for a close family member, offers an approach with genuine compassion and empathy for the family, as well as the disabled family member.  

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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