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portrait of Jennifer E Staudenmayer
FINANCIAL ADVISOR

Jennifer E Staudenmayer

CFP®, CRPC™
33 W Ridge Pike, Suite 633, Limerick, PA 19468opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Jennifer

Working with you is so much more than aiming for a rate of return or discussing proper asset allocation. Yes, I will help do all the things that a traditional advisor does: asset management, risk management, cash flow planning and distribution planning. However, I aim to take our planning further with a much deeper discovery into who you are and what you want. Your personal journey is uniquely yours, and your story will help shape the personalized strategy we work together to develop.

My goal is to help you identify, achieve and maintain your desired lifestyle without the risk of running...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Grand Valley State UnivBachelors

Personal Interests

  • Pets
  • Animal Rescue
  • Podcasts
  • Traveling

Team Members

  • Amy Beebe
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(610) 409-2538

Fax

(877) 354-0250

Office Address

33 W Ridge Pike
Suite 633
Limerick, PA 19468opens in a new window

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