Steven L. Jacobsmeier, CFP<sup>&reg;</sup> - Financial Advisor

Steven L. Jacobsmeier, CFP®

ChFC®, CLU®

Financial Advisor

Milestone Financial Planning, LLC

3 Executive Park Dr, Ste 200
Bedford, NH 03110-6954
+ 1 More Location

Milestone Financial Planning, LLC

319 Littleton Rd., Suite 307
Westford, MA 01886
FINANCIAL ADVISOR'S WEBSITE
603-589-8010

General

Steven Jacobsmeier 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 Experience

Steve earned his Bachelor of Arts in Business Administration from Baldwin Wallace University and is a CERTIFIED FINANCIAL PLANNER™ practitioner.?He also holds a Certificate in Financial Planning from Merrimack College. Steve is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and has earned several professional designations from The American College: Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®). Steve grew up in Honeoye Falls, NY, and relocated to Massachusetts in 1994.?He lives in Westford, MA, with his wife Ann and two boys. He enjoys family activities, rooting for sports teams, the beach, fishing, golf, softball, and concerts. “I cannot guarantee what the future will hold, but I can guarantee you will get my best efforts and open, frank communication – I will always act in your best interest.”

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Fidelity

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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