Edward Jones - Financial Advisor: Jennifer L Schoonmaker-Dasch, CFP®|AAMS®
Why pick this one
Jennifer L. Schoonmaker-Dasch is a CFP® and AAMS® financial advisor serving clients with $250,000 plus.
Best for
- Clients seeking wealth strategies
- Retirement income planning
- Estate and legacy planning
- Charitable giving strategies
- Business retirement plans
- Clients planning to invest $250,000 or more
Look elsewhere if
- Clients planning to invest less than $250,000
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
- Client by referral
- Serving clients with $250,000 plus
- Jennifer L. Schoonmaker-Dasch holds CFP® and AAMS® certifications
- Offers retirement income, estate and legacy, charitable giving, and business retirement plan focus areas
- Branch team includes a Registered Branch Associate and two Branch Office Administrators
Distilled from this business's own website.
Contact & Location
- Address
- 503 East Center Street, Lexington, NC 27292
- Phone
- 3362370348
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jennifer.schoonmaker-dasch@edwardjones.com
Services
- Financial advising
- Investment planning
- Retirement planning
- Estate and legacy planning
- Charitable giving planning
- Business retirement planning