Reviews for Jamie Madigan, CFP

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Jul 2023

Jamie Madigan is an experienced and knowledgeable insurance specialist. Not only did Jamie advise and assist me to prepare my policies for critical illness and life insurance, but he also helped me understand and consider the importance of disability insurance as well. From a professional standpoint, as an estate planning lawyer I can say, Jamie is an invaluable resource for my clients who need insurance as a supplement to their estate plans. Jamie has always been available when needed and has guided my clients through their questions and concerns to assist them in obtaining comprehensive policies. I recommend Jamie Madigan without reservation.
Apr 2022

I reached out to Jamie at the beginning of 2021 after reading several great reviews I found on his LinkedIn account. What followed was almost two months of emails, texts and video calls wherein he answered every single inquiry I could possible come up with (some more than once). He was patient, kind and never made me feel intimidated or stupid for not understanding my financial options 100%.I moved my investments over to him and never looked back. And since then, my financial health has never been better. Jamie et al manage my retirement and savings plans, and constantly address my questions and concerns, providing solid advice with sound reasoning. As a result, my confidence...read full review
Apr 2021

In 1999 I had the pleasure of working with Jamie Madigan on a major roll-out of a 40 person team to support an IBM U.S. Employee Purchase Call Centre Sales department. Jamie showed clear leadership at a very early stage in his career and has continuously invested time and effort in further developing his skills over these past 20 years. After a few years on the team, Jamie moved into a sales role and faced the new challenges head on, proving to be one of the top sales reps on the team.When Jamie moved into his current role as a Certified Financial Planner®, I did not hesitate to become his client and put my complete trust in him. I have not been disappointed!! Jamie...read full review

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From Jamie Madigan, CFP

Professionals, families and entrepreneurs/business owners trust me to help them plan for all stages of life to protect what matters most to them - their family, business, health & wealth. To ensure my clients achieve their financial and life goals, I’m dedicated to educating and working together with them by applying my 20+ years of experience in financial services. I work with my clients to understand their goals, dreams, time horizons and risk tolerance to develop a personalized holistic financial plan to help us achieve these goals together. Rather than use financial jargon, I keep things in simple English, so that my clients clearly understand what we’re doing & why.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 7:30PM
Wednesday: 9AM - 7:30PM
Thursday: 9AM - 7:30PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

Tips

online appointments on-site services

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Ratings

Google: 5/5