JL Smith | Holistic Wealth Management

"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."

"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"

"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!"

"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."

"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."