Whether we are managing or protecting your assets, you will receive the personal attention and one-on-one service of a boutique firm. Jamiel Financial Advisors, LLC will structure a portfolio that is in your best interest. We are not subject to sales quotas or obligated to corporate interests that may be at odds with yours.

Each client comes to us with a unique personality and philosophy about life, holding passionate interests on social issues. All of these elements should be celebrated in your financial plan or investment allocation. To us, you are far more than a standard ‘pie-chart’ allocation, and your plan should reflect Your Values.

Services include:

• Financial &
  Estate Planning
  
• Retirement Income Planning
  
• Charitable Gifting Plans
  
• Fee-based / Advisory Accounts
  
• Equity and Fixed
  Income Brokerage
  
• Educational IRAs & Section 529 College Savings Plans
  
• Mutual Funds
  (open and closed end)
  
• Annuities
  
  

• Life Insurance
  
• IRAs
  
• Exchange Traded Funds
  
• Asset Allocation
  
• FDIC Savings Accounts
  (via Everbank)
  
• Commercial & Residential Mortgages (via Everbank)
  
• Section 1031 Tenant-in-Common
  (Like –Kind Exchanges)
  
• 401k and 403b Retirement Plans
  
• Ownership Transfer/Succession Planning