Wealth Management Advisor, The Jamrog Group
About the Topic:
About the Speaker:
Amy Jamrog is the owner of The Jamrog Group, a fee-based financial advisory practice. Their team specializes in income planning for retirees, succession planning for small business owners, and estate planning for wealthy individuals and families. Although they have clients throughout the United States, they practice primarily in Massachusetts, Connecticut and New York. Different from most traditional advisors, The Jamrog Group is comprised of six women--all of whom take a very creative and personal approach to the planning process.
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