"An organized life creates countless opportunities for success and happiness."
~Jamie Shulman
About the founder ~ For fifteen years, President and Owner Jamie Shulman has built a solid reputation of helping individuals and businesses reach their financial goals.
With a Marketing degree from Denver University, Jamie has spent his entire career in the banking industry, the majority of which was spent consulting with banking clients in regards to the best personal or business solutions to meet their needs. In this consulting capacity, Jamie was able to successfully help his clients save time and money.
In addition to his career in the financial services industry, Jamie is a big believer that having good organizational habits creates greater opportunity for a successful life, both financially and personally.
The combination of a background in the financial services industry, as well as a strong upbringing of good organizational habits has led to the creation of Shulman Financial Solutions.
We are dedicated to helping those that may not know where to start, those that need specific project help, or anywhere in between.
Let us know how we can help you by contacting us today.
Our philosophy ~
The business philosophy of Shulman Financial Solutions is to provide professional service, create realistic customer expectations, and to deliver tangible results to individuals and businesses that have long term positive effects. The expectation of the business is to create long term relationships through ongoing value added interactions. Furthermore, it is the expectation of the business to deliver these results with a high level of ethics and integrity.
As a proud member of NAPO, Jamie is committed to their strong code of ethics regarding client privacy and technical competency.
