About Us

History

Jamieson Financial Services helps successful, client-focused financial advisors, CPAs, attorneys, and trust officers solve their clients’ estate, legacy, and extended care challenges.

We recognize that each investor’s situation is unique, and we work with our partners to design customized solutions to those challenges. Our guiding principles include working with integrity and honoring our partnerships, while always striving to enhance the financial well-being of the client and their family.