Steven Jacobsmeier (CFP®)

Planning Specialties

In a career spanning over 25 years, Steve has worked with his clients to deliver financial services and excellent results in a way that provides them with the opportunity to live financially secure and purposeful lives. He advocates for his clients and strives to build strong relationships helping them achieve their goals through comprehensive financial planning and a disciplined investment approach.

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 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.”

NAPFA Start Date

April 07, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3 Executive Park Dr Ste 200 Bedford, NH 03110-6954 Phone: (603) 589-8010 Fax: (978) 649-8834

Other Offices

319 Littleton Rd, Suite 307 Westford, MA 01886 Phone: (603) 589-8010