JL Smith Wealth Tax Planning

  • Financial Services
  • Avon OH
  • 22 employees
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Company Overview

Headquarters
36610 Detroit Rd, Avon OH
Website
jlsmithgroup.com
Phone
(440) 934-9181
Employees
22
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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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

Mark Giordano

Co-Founder

Phone Email

JL Smith Wealth Tax Planning Industry Tags

Tax Management
Investment Management
Retirement Strategies
Estate Conservation
Insurance Planning
Retirement Income Planning
Estate Planning
Financial Services
Financial Advisory Services
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FAQ

What is the location of JL Smith Wealth Tax Planning's headquarters?
The headquarters of JL Smith Wealth Tax Planning are situated at 36610 Detroit Rd, Avon OH
What is JL Smith Wealth Tax Planning's phone number?
JL Smith Wealth Tax Planning's contact number is (440) 934-9181.
What is JL Smith Wealth Tax Planning's official website?
The official website of JL Smith Wealth Tax Planning can be found at jlsmithgroup.com.
What is JL Smith Wealth Tax Planning's current revenue?
As of September 2022, JL Smith Wealth Tax Planning's annual revenue reached $10B.
How many employees does JL Smith Wealth Tax Planning currently have?
JL Smith Wealth Tax Planning employs approximately 22+ people as of September 2022
Which industries is JL Smith Wealth Tax Planning primarily operating in?
JL Smith Wealth Tax Planning operates in the following industries: Credit, Finance
Who is the Co-Founder of JL Smith Wealth Tax Planning?
JL Smith Wealth Tax Planning's Co-Founder is Mark Giordano
What are JL Smith Wealth Tax Planning's industry tags?
JL Smith Wealth Tax Planning's industry tags include: Tax Management, Investment Management, Retirement Strategies

Employee Directory

Key Employees

Mark Wallace

President

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Justin Grossman

Financial Advisor, RICP

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Keith Klesh

Director of Marketing

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Kailyn West

Marketing Coordinator

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