Jennifer L. Climo
MILESTONE FINANCIAL PLANNING
Bedford, NH 03110
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CRD#: 4632920
Professional summary
Jennifer Lise Climo, CFP®, who also goes by Jennifer L. Climo, Jennifer Lise Davidson, Jennifer Hester, Jennifer Lise Peirce, is a registered financial advisor currently at MILESTONE FINANCIAL PLANNING, LLC located in Bedford, New Hampshire.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jennifer has worked at 3 firms and has passed the Series 65 exam.
Biography
Specialties:
Implementing Generosity in your financial plan
Minimizing lifetime income and estate taxes
Succession planning for small businesses
Nontraditional families, including second marriages and LGBTQ
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Tax Planning
Inheritance
Small Business Planning
Estate Planning
Business Succession Planning
Retirement Income Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Jennifer L. Climo | Jennifer Lise Davidson | Jennifer Hester | Jennifer Lise Peirce
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. JENNIFER L. CLIMO CPA PC - TAX PREPARATION (NON-INVESTMENT RELATED) 68 SANDSTONE DRIVE, BEDFORD, NH 03110. JENNIFER IS THE SOLE OWNER OF THIS BUSINESS. TITLE = PRESIDENT. THIS BUSINESS MOSTLY PREPARES TAX RETURNS FOR INDIVIDUALS AND TRUSTS. HOURS PER MONTH ARE MINOR JUNE-DECEMBER, AND ABOUT 80 HOURS/MONTH JANUARY-APRIL. JENNIFER'S ROLE IN THE BUSINESS IS TO PREPARE TAX RETURNS. 2. BEDFORD PRESBYTERIAN CHURCH; BEDFORD, NH; FINANCE ELDER; SINCE 01/21; NOT INVESTMENT RELATED; 10 HRS/MO 3. OCEAN LIFE REALTY, LLC; BEDFORD, NH; RENTAL PROPERTY AND CONSULTING SERVICES TO REAL ESTATE RELATED BUSINESSES; MANAGER; SINCE 04/21; NON-INVESTMENT RELATED; 10 HRS/MO DURING NON-SECURITIES TRADING HOURS; DECISION-MAKING / FINANCING
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lise Climo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
April 22, 2016 - Present
MILESTONE FINANCIAL PLANNING, LLC
Office #1: 3 Executive Park Drive Suite 200, Bedford, NH 03110RIA
CRD#: 283439
Bedford, NH
Past
February 2, 2016 - August 11, 2016
MILESTONE FINANCIAL PLANNING, LLC
RIA
CRD#: 117595
DUNSTABLE, MA
Past
April 15, 2003 - August 11, 2016
MILESTONE FINANCIAL PLANNING, INC.
RIA
CRD#: 124382
Wells, ME
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MILESTONE FINANCIAL PLANNING, LLC
MILESTONE FINANCIAL PLANNING, LLC
CRD#: 283439 / SEC#: 801-107645
RIA
Registered Investment Advisory firm - (4/22/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(7/14/2023)
IAR
New Hampshire(4/22/2016)
IAR
Texas(4/22/2016)
Current Firm
MILESTONE FINANCIAL PLANNING, LLC
MILESTONE FINANCIAL PLANNING, LLC
CRD#: 283439 / SEC#: 801-107645
RIA
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Contact information
Main Address
3 Executive Park Drive Suite 200, Bedford, NH 03110
Mailing Address
3 Executive Park Drive Suite 200, Bedford, NH 03110
Phone number
(603) 589-8010
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,035 |
| AUM (Assets Under Management) | $ 486,717,369 |
Red Flags
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Company Information
MILESTONE FINANCIAL PLANNING, LLC
CRD#: 283439Bedford, NH 03110TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
