Edward Jones - Financial Advisor: Jennifer L Schoonmaker-Dasch, CFP®|AAMS®
Financial Service
Why pick this one
Jennifer L Schoonmaker-Dasch holds CFP® and AAMS® certifications and focuses on wealth, retirement income, estate and legacy strategies.
Best for
- Clients planning to invest $250,000 or more
- Retirement income planning
- Estate and legacy strategy planning
- Charitable giving strategies
- Business retirement plans
Look elsewhere if
- Clients planning to invest less than $250,000
- People seeking Saturday or Sunday office hours
Specialties
- wealth strategies
- retirement income strategies
- estate and legacy strategies
- charitable giving
- business retirement plans
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Serves clients with $250,000 or more
- Client-by-referral practice
- Focuses on retirement income, estate and legacy, charitable giving, and business retirement plans
- Branch team includes a Registered Branch Associate
- Office located at 503 East Center Street in Lexington, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 123 N Talbert Blvd, Lexington, NC 27292
- Phone
- (336) 237-0348
- Website
- https://www.edwardjones.com/jennifer-schoonmaker-dasch
- jennifer.schoonmaker-dasch@edwardjones.com
Services
- financial planning
- wealth management
- retirement planning
- estate planning strategies
- charitable giving strategies
- business retirement planning