Jackie Dohse Cfp®, Ea

Jackie Dohse Cfp®, Ea Email and Phone Number

We have a distinct ability to guide people through big life changes. Our financial planning process helps you establish new priorities and make well-informed decisions, so you can embrace the next chapter of your life. @ Montage Wealth Mgmt
Jackie Dohse Cfp®, Ea's Location
Rochester, New York Metropolitan Area, United States, United States
Jackie Dohse Cfp®, Ea's Contact Details

Jackie Dohse Cfp®, Ea work email

Jackie Dohse Cfp®, Ea personal email

n/a
About Jackie Dohse Cfp®, Ea

We get it, life-altering moments happen. Whether it’s a job change, divorce, retirement, health issues, or the loss of a loved one, these are moments that can shake up your world and leave you feeling overwhelmed and unsure of what steps to take. Especially when it comes to reshuffling your financial strategies. Your new reality needs a financial plan that is well thought out, reflecting your current needs and future dreams.We specialize in providing comprehensive support in times like these. We’ve crafted a financial planning process that helps you establish new financial priorities and make well-informed decisions, so you’re ready to embrace the opportunities your future holds.The Legal StuffJackie is a CFP® professional, having fulfilled Certified Financial Planner Board's rigorous requirements. CFP® professionals are held to strict ethical standards and must acquire several years of experience related to delivering financial planning services to clients and must pass the comprehensive CFP® Certification Exam.Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Jackie Dohse Cfp®, Ea's Current Company Details
Montage Wealth Mgmt

Montage Wealth Mgmt

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We have a distinct ability to guide people through big life changes. Our financial planning process helps you establish new priorities and make well-informed decisions, so you can embrace the next chapter of your life.
Jackie Dohse Cfp®, Ea Work Experience Details
  • Montage Wealth Mgmt
    Wealth Advisor
    Montage Wealth Mgmt Jun 2022 - Present
    Pittsford, New York, Us
  • Mercer Advisors
    Wealth Advisor
    Mercer Advisors Dec 2021 - Jun 2022
    Denver, Colorado, Us
  • Mirsky Financial Management Corp.
    Associate Advisor/Tax Professional
    Mirsky Financial Management Corp. Oct 2017 - Jan 2022
  • Tompkins Trust Company
    Senior Tax Accountant
    Tompkins Trust Company Jan 2010 - Oct 2017
    Ithaca, New York, Us

Jackie Dohse Cfp®, Ea Education Details

  • St. John Fisher University
    St. John Fisher University
    Accounting

Frequently Asked Questions about Jackie Dohse Cfp®, Ea

What company does Jackie Dohse Cfp®, Ea work for?

Jackie Dohse Cfp®, Ea works for Montage Wealth Mgmt

What is Jackie Dohse Cfp®, Ea's role at the current company?

Jackie Dohse Cfp®, Ea's current role is We have a distinct ability to guide people through big life changes. Our financial planning process helps you establish new priorities and make well-informed decisions, so you can embrace the next chapter of your life..

What is Jackie Dohse Cfp®, Ea's email address?

Jackie Dohse Cfp®, Ea's email address is ja****@****ors.com

What schools did Jackie Dohse Cfp®, Ea attend?

Jackie Dohse Cfp®, Ea attended St. John Fisher University.

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