Guide > Hospital in Ohio > Hospital in Avon > JL Smith | Holistic Wealth Management

JL Smith | Holistic Wealth Management

36610 Detroit Road, Avon, OH 44011

● Closed
4.7 55
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Hours open
Photos
Location & Phone number
About Us
Reviews
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Hours open

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

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Photos

  • Photo of JL Smith | Holistic Wealth Management - Detroit Road, Avon, Ohio, United States
  • Photo of JL Smith | Holistic Wealth Management - Detroit Road, Avon, Ohio, United States
  • Photo of JL Smith | Holistic Wealth Management - Detroit Road, Avon, Ohio, United States
  • Photo of JL Smith | Holistic Wealth Management - Detroit Road, Avon, Ohio, United States
  • Photo of JL Smith | Holistic Wealth Management - Detroit Road, Avon, Ohio, United States
  • Photo of JL Smith | Holistic Wealth Management - Detroit Road, Avon, Ohio, United States
  • Photo of JL Smith | Holistic Wealth Management - Detroit Road, Avon, Ohio, United States
  • Photo of JL Smith | Holistic Wealth Management - Detroit Road, Avon, Ohio, United States
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Location & Phone number

36610 Detroit Rd, Avon, OH 44011, United States
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About the Business

JL Smith | Holistic Wealth Management is a finance institution located at 36610 Detroit Road in Avon, Ohio, United States. Our team specializes in providing comprehensive financial planning services that take into account all aspects of our clients' financial well-being. From investment management to retirement planning, tax strategies, estate planning, and more, we offer a holistic approach to help our clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to empower our clients to make informed decisions and secure their financial future. Visit us today to see how we can help you achieve holistic wealth management.

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Reviews

New Review
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Barry Stewart:
5

"I've had my taxes done here past 10 yrs. Very professional and knowledgeable staff. Would like to thank Jeff and Chad with there help with my parents irrevocable trust . They've been a tremendous help with all the paperwork and keeping me advised on all the aspects of the trust."

almost 3 years ago
David Freeman:
5

"I worked for JL Smith Group from January to May 2021as tax season help. I found everyone there to be very knowledgeable, professional and yet, caring. I have already recommended them to my friends and would continue to do so. Ellen Freeman"

almost 3 years ago
Angela Kastning:
5

"I sought the services of the JL Smith Group to help with some initial financial planning and could not have been more pleased with my experience. The team was very professional and knowledgeable! They helped steer me on the right financial path and we’ve built a great rapport. I definitely trust them and look forward to continuing to use them for other financial services down the road!"

almost 3 years ago
Jack Schneider:
5

"I have been a very happy financial client at JL Smith for the past 5 years. They have also prepared my taxes during that period. I have found them to be very knowledgeable and professional. I have a lot of confidence in their abilities to handle my financial business."

almost 3 years ago
Will Vettel:
5

"First time getting my taxes professionally done and I couldn’t have been happier with choosing JLSmith. They were better than any experience I could have wanted! Would recommend to any close friend, family member, or even a stranger."

almost 3 years ago
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