Our Services

Our Services

A full-service, independent financial services firm

Our investment process is “Involved Investing”. That means all clients are invited to actively participate in detailed conversations about their planning, brokerage and insurance solutions. We begin by listening to you about your financial position and concerns. Then we identify and prioritize issues. From there, we develop and organize custom plans designed to achieve  your goals.

While finances will change over the course  of years, our philosophy and process develops  the mutual respect and trusted relationship  you need in order to have confidence in  your decisions.

We feel collaborative efforts bring about the most effective and satisfying long-term investment results. If desired, we can facilitate an open discussion of your financial plan with your entire family. We will also work in conjunction with other trusted family advisors, including your attorney and accountant.

Jamiel Financial Advisors, LLC is an independent firm.  Securities offered through Cetera Advisor Networks LLC., Member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor.  Cetera and Summit are affiliated and are 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

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