Profile
Mr. Steven Jacobsmeier is Senior Wealth Manager at Heritage Financial Services LLC.
Mr. Jacobsmeier works collaboratively with other team members to ensure that clients are meeting their financial planning goals.
He provides ongoing advice on simple and complex situations such as determining the right investment portfolio, transitioning into retirement, building a financial plan, implementing an effective estate plan and coordinating tax issues.
He is a member of the financial planning committee.
He joined Heritage Financial Services in March 2005.
He began his career at Prudential Securities.
Mr. Jacobsmeier received his BA in Business Administration from Baldwin-Wallace College.
He is a member of the Financial Planning Association, a Certified Financial Planner, a Chartered Financial Consultant and a Chartered Life Underwriter.
Former positions of Steve Jacobsmeier
Companies | Position | End |
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Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Portfolio Manager-Equities | 2016-11-08 |
Salem Five Cents Savings Bank
Salem Five Cents Savings Bank Savings BanksFinance Salem Five Cents Savings Bank provides online banking services. The Bank offers banking, insurance, investment, mortgages, investment and brokerage services. The company was founded on May 14, 1855 and is headquartered in Salem, MA. | Corporate Officer/Principal | - |
Prudential Securities | Corporate Officer/Principal | - |
Training of Steve Jacobsmeier
Baldwin-Wallace College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Prudential Securities | Finance |
Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Finance |
Salem Five Cents Savings Bank
Salem Five Cents Savings Bank Savings BanksFinance Salem Five Cents Savings Bank provides online banking services. The Bank offers banking, insurance, investment, mortgages, investment and brokerage services. The company was founded on May 14, 1855 and is headquartered in Salem, MA. | Finance |
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