What People are Saying
Hear it from those who matter most: our clients.
“I’ve been working with The Jamrog Group for over ten years now and consider them family—the involved, in-your-corner kind with no crazy uncles. The Jamrog team—especially Saint Jessica—has navigated me through the ups and downs of health and wealth with compassion, creativity, and calm. Jessica is nothing short of brilliant—the consummate professional. When I’ve been wobbly, she’s been steady. When I’ve been high-maintenance, she’s been patient. When I’ve had a goal, she’s found a way. The entire team is always looking out for my best interests, in the broadest sense.
I used to think that financial planning was mostly about money. How wrong I was. It’s really about the facilitation of lives well lived.
Thanks, Jamrog Group, for the humanity in all that you do!”
-Saxon E is a current client
and was not compensated for their testimonial.
Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
“We approached Amy several years ago to help us with our financial investments which at that time was a simple 401k through our employers and some modest savings. We transferred what we had at that time to The Jamrog Group. Years later, I sold my business for a sum of money greater than we knew what to do with. Amy and her team stepped up with a revised strategy to include a combination of estate planning, trust planning, insurance strategy for legacy, and tax-sensitive investments. Our new plan has made such a difference in our peace of mind, not to mention the impact it will have on our children and grandchildren.”
—Robert M is a current client and
was not compensated for their testimonial.
Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
“My wife and I have known and worked with Amy throughout her various iterations for over two decades. Beyond the evolution of the capabilities Amy and her team have been able to offer us to provide insight into our financial journey, we love how the understanding of us as people with dreams and aspirations is as important in planning for our future as the numbers. We could not imagine going through this process as just another name on an account. Through the ups and downs of our finances and the vagaries of the outside money world, we have felt confident that our needs were being addressed in a personal, professional, and forward-thinking way. We consider ourselves lucky to have worked with Amy for so many years.”
— Howard G is a current client and
was not compensated for their testimonial.
Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
Schedule an Intro Call
Simply interview us. We’ll answer your basic and complex questions and give you a chance to get a sense if we’re a good fit for you.