Mary Oliver, American Poet
Successful investing often involves goal-focused and plan-driven strategies. Kimberly works with her clients to develop a plan, so they have a road map to guide them toward being more financially secure.
The financial advisor/client relationship is very important to Kimberly. Through that relationship, she aims to provide perspective during important economic events by keeping her clients informed. She also designs portfolios to help mitigate market risk.
Working with a trusted advisor like Kimberly helps keep emotions out of investing. She provides guidance to her clients so they can better manage instinctive reactions to market volatility.
Our team allocates, monitors, tracks and rebalances our clients' portfolios. We meet with our clients quarterly via zoom, conference call, or in-person so we can update their financial plan to ensure they are on track to achieve their goals.
Copyright © 2023 Kimberly Jamieson, Financial Planner - All Rights Reserved.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 28411 Northwestern Hwy., Ste 1300, Southfield, MI 48034. (248) 663-4700. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, IL, MI, NC, NV, OH, TN, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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