We have been clients of Jessica for seven years, and over that period of time she has provided invaluable advice. In those years, we were preparing for college for our four children, as well as undergoing a series of professional changes, including a move to Texas. She has been particularly helpful in meeting our insurance needs in guiding us on which investment vehicles to prioritize, providing us with a sense of security for our future. We are confident with Jessica overseeing our investment portfolio and financial plan, and feel that with her guidance, we are in a good position as we move closer to retirement."

- Maureen F. Lawrence 

Jessica has been a trusted and reliable resource for many years. She has positioned us for financial security and laid out a clear path to ensure we make the most of our dollars, which we revisit periodically to affirm we're on track. I strive to always work with "experts in their field" and this truly describes Jessica and the level of support, professionalism, and knowledge she offers. Knowing I have Jessica looking after both my family's investment portfolio and business interests is a huge load off my shoulders, which allows me to stay focused on growing my business."

- Jessica A. McRory

I cannot say enough about the outstanding care and service Jessica Majeski has provided to me as a client since 2006.  She is one of the smartest people I know, and she genuinely cares about her clients.  I highly recommend her services.  She is an extremely intelligent, thorough, and thoughtful about the work she does for her clients.  She has provided me with an outstanding level of guidance and attention to detail and helped me so very much.  We originally put some life insurance in place for myself and my daughter.  Then as the years went on we added disability, long term care insurance, then financial planning.  Over the past 14 plus years she has been my advisor, advocate and friend, and she has guided me through turning my finances around to get to where I am today.  She has helped me to get insurance in place, manage my budget and save, she helped me buy a car, save for and purchase a home, establish an emergency savings account, and plan for my future and retirement.  As a female professional I value working with another successful woman that truly listens to my goals, questions, and concerns.  At a time when so many people are struggling financially during this pandemic, I feel financially secure and I have Jessica to thank for that.”

- Casey Minton

I’m pleased to share with others about Jessica’s professional knowledge but also want to thank and recognize her for the valuable community work she has consistently and unselfishly committed to on behalf of where she lives, works, and plays.  Her values, character, professionalism, credibility, and trustworthiness were important to me in choosing an agent of my future, and Jessica more than exceeded my expectations. 
I chose Jessica as my financial planner for a couple of reasons.  First and foremost is the way she verbally articulate information backed up with clear and concise personalized financial figures.  She helped me understand the pieces that I need to have in place to meet my retirement income needs.  I have worked with a number of advisors, and her knowledge and mastery of an often complicated and confusing process was by far the best I have come across.  After each meeting, I felt understood both the strengths of the choices I made and where there were risks. Second, her enthusiasm and commitment to her community are long-standing. I’ve known her for 12 years, and she puts not only her time and expertise to work for children, education, and music, but gives generously to those nonprofits annually who work to promote those community gifts."

- Cary Stiff, former CEO of the Chi Chi Rodriguez Foundation and Co-Founder of Clearwater Jazz Holiday



The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Jessica M Majeski

Jessica M Majeski, CFP®, ChFC®, CLU®, RICP®, CLTC®

Wealth Management Advisor


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