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


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 


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, CFP®, ChFC®, CLU®, RICP®, CLTC®

Wealth Management Advisor


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