Jennifer  Climo,  CFP<sup>&reg;</sup> - Financial Advisor

Jennifer Climo, CFP®

Milestone Financial Planning LLC

2 Commerce Dr.
Bedford, NH 03110
FINANCIAL ADVISOR'S WEBSITE
603-589-8010

General

Jennifer Climo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Milestone Financial Planning LLC in Bedford, NH and the surrounding communities.

Financial Advisor Overview

Working with individuals and families to achieve financial independence.

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Financial Advisor Experience

Jennifer has been working with individuals and families since 1991. She has been a CPA since 1993 and CFP(R) practitioner since 2003. Jennifer's firm is fee-only and does not sell products.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources