Company Overview
- Headquarters
- 36610 Detroit Rd, Avon OH
- Website
- jlsmithgroup.com
- Phone
- (440) 934-9181
- Employees
- 22
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is JL Smith Wealth Tax Planning
JL Smith Holistic Wealth Management is a company based in Avon, Ohio, that employs 22 people. The company specializes in providing comprehensive financial planning and tax management services to individuals and families. Their offerings include financial planning, tax management, asset management, protection planning, and legacy planning. They aim to create customized plans that address all the critical aspects of their clients' wealth. JL Smith Holistic Wealth Management differentiates itself by prioritizing client interests above all else. They emphasize transparency and collaboration, working closely with each client to understand their financial situation, objectives, and goals. Their team of fiduciary advisors and thought leaders in the industry strive to simplify and educate clients on complex financial and tax planning strategies. For more information about JL Smith Holistic Wealth Management and their services, please visit www.jlsmithgroup.com/. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. Additional details can be found at www.adviserinfo.sec.gov.
Company Leadership
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