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About Jamison Financial Group

Why We're Different

Forward Thinking:
Providing innovative, sound financial advice for real people like you.

Independent:
Free to recommend what is right for you, not what is dictated by corporate management.

Passionate:
About understanding you and helping you achieve your financial dreams.

Our Pledge To You

Our passion and commitment to excellence drives us to work harder for you. We go beyond what is generally expected to provide:

  • in-depth financial research
  • attention to detail
  • proactive communication and
  • individualized attention 

We are dedicated to providing you value by anticipating your needs, proactively seeking new solutions that match your goals and keeping you well informed. 

Most Important...Proven Experience

Collectively, with more than 50 years experience, we have seen financial plans come to fruition. We enjoy being partners in helping our clients achieve their retirement goals.

Our Platinum Rule

Everything we do boils down to a principle that we call the Platinum Rule: do unto others as they’d like to be done unto.

Take your future in a different direction. Get Started Today!