Steve Jacobsmeier

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.