JC
Jennifer Climo
from Milestone Financial Planning, LLC
Jennifer Climo is a financial advisor based in New Hampshire, Bedford,
with 23 years of experience. Jennifer currently works for
Milestone Financial Planning, LLC.
Jennifer maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jennifer Climo works at Milestone Financial Planning, LLC
Milestone Financial Planning, LLC is a financial advisory firm based in Bedford, New Hampshire. It currently has approximately $423,891,386 of assets under management and employs about 16 people. Milestone Financial Planning, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
3 Executive Park Drive, Suite 200, Bedford, New Hampshire, 3110
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