Credible Retirement Planning for All Investors
Evaluating the credibility of financial service providers like the veteran-owned, family-operated Jameson Financial Solutions means looking at key markers of trust and transparency. While our status as a veteran-owned business and our commitment to community service may already resonate with many, we believe a deeper review of our credentials and affiliations tells the full story.
Below, we describe our accreditation with the Better Business Bureau (BBB), our professional licensing and designations, our government CAGE code, and industry recognitions that underscore our dedication to serving clients with integrity and excellence.
Helping People with Smaller Portfolios
Our founder, Harry Jameson, and our dedicated team have spent decades helping individuals and families, especially those with smaller portfolios, understand and navigate the complexities of retirement, tax strategy, and wealth management. Our family-owned business is rooted in the principles of loyalty, integrity, service, and transparency, and we are passionate about helping clients achieve financial confidence for retirement.
We Hold an A+ Rating with the Better Business Bureau (BBB)
Jameson Financial Solutions is proud to hold an A+ rating with the Better Business Bureau, reflecting our strong record in customer service, prompt resolution of any concerns, and history free of complaints filed against our firm or its affiliates. This recognition is a testament to our commitment to ethical business practices and attentive service. Our BBB profile is available to the public for verification and review.
Our Team is Highly Qualified and Licensed
Our team includes professionals with advanced designations relevant to retirement and wealth planning. These include credentials like Personal Financial Planner (PFP), Chartered Federal Employee Benefits Consultant (ChFEBC), Federal Retirement Consultant℠ (FRC), and other respected licenses. The FRC designation is awarded by the Federation of Federal Employee Benefit Advocates (FFEBA) and signals mastery of financial topics critical to effective retirement planning. We maintain the highest ethical standards and provide continuing education to ensure each client receives expert, current guidance.
Authorized for Government Contracting
Jameson Financial Solutions has held a CAGE (Commercial and Government Entity) Code since 2019, which certifies us as eligible to do business with U.S. federal agencies. This status is evidence of our ability to meet rigorous government contracting standards for retirement, benefits, and financial services. The JFS CAGE code is 88DU2. Our CAGE code can be verified through the appropriate government channels. To view our CAGE status, visit their website and search our code.
Service and Community Commitment
Beyond our credentials, Jameson Financial Solutions demonstrates credibility through meaningful community involvement, including ongoing support for veteran and charitable organizations such as Folds of Honor and Team Addo. Service to others is embedded in our culture, extending our duty of care from clients to the community at large.
Work with a Trusted Expert
With this record of qualifications, community service, and ethical conduct, clients can trust Jameson Financial Solutions to provide thoughtful, tailored retirement and wealth planning. To start a relationship with our qualified team, schedule a complimentary retirement analysis or visit our About page for more information on our advisors and approach.
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