JM
Jacquelyn Martin
Director Of Client Relations at Petros Financial Group, A Jl Smith
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Work Experience
Director Of Client Relations
Present
Company Details
Financial planning company headquartered in Jacksonville, Florida. Planning disciplines include estate planning, tax planning, IRA Planning, Social Security optimization, asset (Portfolio) management, life and long-term care insurance, health care insurance, and more. Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
Year Founded
1989
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
4655 Salisbury Road, Suite 100 Jacksonville, FL 32256, US
Keywords
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