CALIFORNIA CONSUMER

At JL Smith, we believe that true financial well-being encompasses more than just numbers on a balance sheet. Our holistic approach considers every aspect of your financial life, including your hopes, dreams, and concerns... The JL Smith team comprises a diverse group of financial specialists, each bringing unique expertise to the table. From certified financial planners to tax specialists and estate planning experts, our team collaborates to provide comprehensive wealth management solutions... Our mission knows no bounds - we have locations in Avon and Fremont, Ohio; Seattle, Washington; Minneapolis, Minnesota; as well as Jacksonville, Winter Park, and Palm Coast, Florida. Our team of diverse specialists use their expertise to help ensure you feel confident in your financial situation and empowered to leave the planning to us, and the living to you.

Primary location: Westlake United States