JL Smith | Holistic Wealth Management
Investing,
Financial AdvisingHours:
36610 Detroit Rd, Avon OH 44011 Hours
About JL Smith | Holistic Wealth Management
The road leading to your financial independence in retirement can be a bumpy one. Proper navigation is critical to reaching your ultimate destination - a secure and well-coordinated retirement. At JL Smith we are fiduciary advisors that help American families like yours by simplifying and educating on comprehensive financial planning strategies. We offer Retirement Planning, Tax-Efficient Wealth Management, Estate & Legacy Planning, Investment Management, Social Security & Medicare Planning and more. We have offices in: Fremont OH Jacksonville FL Central FL Palm Coast FL Seattle WA Minneapolis MN
Most Recent Reviews
March 2026
I've been working with Joe for a few years now and besides him helping me attain financial freedom, he's been wonderful about paving my path to retirement so I don't have any worries. Speaks in a language that I understand everything he's recommending. Very very professional.
June 2024
They provided personalized, knowledgeable guidance, leaving me feeling confident about my financial future.
June 2024
Exceptional service from a team that delivers consistent results; highly recommend for anyone seeking financial advice!
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