Website IconWebsite
We are an independent retirement planning and wealth management firm. We place important value in the relationships we build with our clients, our most valuable assets. We measure our success by the strength of these relationships and the high standards of quality and ethics that allow us to maintain them. We will  always conduct business in an honest and loyal manner while seeking to enhance our knowledge and services for the wellbeing of our clients.
We represent many different companies in areas of financial planning, investments, long-term care insurance, life insurance, 401(k) rollovers, retirement planning, wealth conservation and more. After weighing our clients’ needs, we find the best products available based upon strength, performance, cost basis and service.
We believe in a multi-faceted approach.  Therefore we pride ourselves in providing a team of financial and insurance professionals with well-rounded expertise and experience.
In addition, we have formed strategic partnerships with other business owners in industries related to ours in which we have confidence working together and referring our clients, including estate planning attorneys, real estate attorneys,  property and casualty agents, and more.
One of our top goals is to become your trusted advisor and resource for solutions for all of your financial and insurance related needs and services.
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Tax & Wealth Advisors

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
Financial Planning, Retirement Planning, Insurance Advisory, Investment Advisory, Wealth Management.
Other Link

http://jlsmithgroup.com

Categories
Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services
Suggest an Edit