We assist in the design, analysis, purchase, and maintenance of appropriate insurance products from a variety of high quality financial institutions. We provide sophisticated insurance and financial planning for: Affluent individuals & families, physicians, major law firms, business owners, executives.

We are affiliated with M Financial, a buying consortium for the corporate and affluent marketplace.  Collectively, M Member Firms are among the largest buyers of insurance and financial products in the nation.  M Financial's collective buying power and superior experience (mortality, persistency, and policy size) result in exclusive pricing for proprietary products available to Member Firm clients.

---------------------------------------------------------------------------
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.  Jamieson Financial Services is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. CA Insurance License #0618403

Jamieson Financial Services

Org chart

Teams

Offices