Jessica Majeski - Zoll Majeski Wealth Management & Insurance Solutions

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Jessica Majeski - Zoll Majeski Wealth Management & Insurance Solutions Jessica M. Majeski, CFP®, ChFC®, CLU®, CASL®, RICP®, CLTC® is a private wealth advisor.

We work with people we like, trust, and respect and those who are serious about preparing for the future and who appreciate and value our work. Once we define where you are now and where you want to be in the future, we explore the advantages and disadvantages of the many options available to get you there. With our professional team, we will help you select and secure the most appropriate choices from the wide array of products and services available.

72% of Americans say couples should discuss finances before marriage or moving in together. Ready to build shared financ...
10/23/2026

72% of Americans say couples should discuss finances before marriage or moving in together. Ready to build shared financial goals? Schedule a conversation with me today.

What financial compatibility really means—and how to talk about it.

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-en...
10/19/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together.

Use the seasonal shift to revisit budgets, benefits, and tax moves before year-end deadlines.

Our research shows that becoming a millionaire is no mystery—it’s about building one good financial habit at a time. Get...
10/19/2026

Our research shows that becoming a millionaire is no mystery—it’s about building one good financial habit at a time. Get the details in our article in Uptown Magazine and let’s talk about which habits could work for you.

UPTOWN Vineyard 2026 celebrates the people, culture, style and experiences that make Martha’s Vineyard such an iconic destination for Black excellence. From compelling personalities and powerful conve

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/16/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6188BHMJmw

Market leadership is broadening, but investors still face risks from higher rates, persistent inflation, and geopolitica...
10/14/2026

Market leadership is broadening, but investors still face risks from higher rates, persistent inflation, and geopolitical uncertainty. Our latest Asset Allocation Focus shows how we're navigating what's ahead.

Market participation is broadening. But higher rates, inflation, and policy risks call for balance.

New 2026 tax laws may create more opportunities to save at tax time. Read about steps you can take now and then reach ou...
10/12/2026

New 2026 tax laws may create more opportunities to save at tax time. Read about steps you can take now and then reach out so we can decide together which ones fit your plan.

Income timing, giving, retirement, and estate planning moves to review before December 31.

The best age to buy life insurance may surprise you. Reach out if you’d like to learn more.
10/07/2026

The best age to buy life insurance may surprise you. Reach out if you’d like to learn more.

Your age and health influence premiums, approval, and policy value. Find out when it’s best to buy a life insurance policy.

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you ...
09/30/2026

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future. http://spr.ly/6184BGnsYg

The internet says whole life insurance is a scam. Or a bad investment. Or only for wealthy people. The truth is more nua...
09/28/2026

The internet says whole life insurance is a scam. Or a bad investment. Or only for wealthy people. The truth is more nuanced. Learn what people often get wrong about whole life insurance.

Search online for whole life insurance and you’ll find plenty of strong opinions. Here’s what people often miss—and what it could mean for your financial plan.

Losing your job or changing careers doesn’t mean giving up on your long-term goals. I can help you build a financial pla...
09/23/2026

Losing your job or changing careers doesn’t mean giving up on your long-term goals. I can help you build a financial plan that evolves as your life changes.

Changing careers or losing your job can feel unsettling. Setting priorities and having a flexible financial plan can help you regain your footing.

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17757 US Highway 19 N Ste 100
Clearwater, FL
33764

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