We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
View Top Employees from JL Smith | Wealth & Tax PlanningWebsite | http://www.jlsmithgroup.com |
Revenue | $2 million |
Employees | 30 (19 on RocketReach) |
Founded | 1995 |
Address | 36610 Detroit Rd, Avon, Ohio 44011, US |
Phone | (440) 934-9181 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 30 Million |
Competitors | Copper Canyon Wealth Management, Financial Consulting Group Inc |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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The JL Smith | Wealth & Tax Planning annual revenue was $2 million in 2024.
Rob Lacivita L Chief Operating Officer is the COO of JL Smith | Wealth & Tax Planning.
19 people are employed at JL Smith | Wealth & Tax Planning.
JL Smith | Wealth & Tax Planning is based in Avon, Ohio.
The NAICS codes for JL Smith | Wealth & Tax Planning are [52, 523, 52393, 5239].
The SIC codes for JL Smith | Wealth & Tax Planning are [62, 628].