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Insights

Niche Market Focus Petros Financial Group specializes in comprehensive financial planning services, including estate, tax, IRA, and Social Security optimization, positioning it well to attract affluent clients seeking personalized wealth management solutions.

Growth Potential With annual revenues between one to ten million dollars and a small team of 2-10 employees, Petros offers opportunities for scalable growth and strategic partnerships to expand its service offerings and market reach.

Technology Adoption Utilizing a diverse tech stack including analytics, mapping, and font tools indicates an openness to leveraging digital solutions, presenting opportunities for financial technology integrations to enhance client engagement and operational efficiency.

Market Positioning Operating in the competitive financial services industry alongside major firms with thousands of employees suggests Petros can benefit from targeted outreach and strategic alliances to strengthen its market presence.

Client Service Expansion Given its broad range of planning disciplines, there are opportunities to develop specialized financial products or advisory services, appealing to a wider client base and increasing wallet share within its existing market niche.

Petros Financial Group, A JL Smith Company Tech Stack

Petros Financial Group, A JL Smith Company uses 8 technology products and services including Open Graph, Font Awesome, Twemoji, and more. Explore Petros Financial Group, A JL Smith Company's tech stack below.

  • Open Graph
    Content Management System
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • Backbone.js
    Javascript Frameworks
  • Marionette.js
    Javascript Frameworks
  • Google Maps
    Maps
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

Media & News

Petros Financial Group, A JL Smith Company's Email Address Formats

Petros Financial Group, A JL Smith Company uses at least 1 format(s):
Petros Financial Group, A JL Smith Company Email FormatsExamplePercentage
First@petrosplanning.comJohn@petrosplanning.com
41%
First.Last@petrosplanning.comJohn.Doe@petrosplanning.com
14%
FLast@petrosplanning.comJDoe@petrosplanning.com
4%
First@petrosplanning.comJohn@petrosplanning.com
41%

Frequently Asked Questions

Where is Petros Financial Group, A JL Smith Company's headquarters located?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company's main headquarters is located at 4655 Salisbury Road Suite 100 Jacksonville, Florida 32256 United States. The company has employees across 1 continents, including North America.

What is Petros Financial Group, A JL Smith Company's official website and social media links?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company's official website is petrosplanning.com and has social profiles on LinkedIn.

What is Petros Financial Group, A JL Smith Company's SIC code NAICS code?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Petros Financial Group, A JL Smith Company have currently?

Minus sign iconPlus sign iconAs of February 2026, Petros Financial Group, A JL Smith Company has approximately 3 employees across 1 continents, including North America. Key team members include President: P. S.Calendar Coordinator: A. H.Financial Advisor: L. S.. Explore Petros Financial Group, A JL Smith Company's employee directory with LeadIQ.

What industry does Petros Financial Group, A JL Smith Company belong to?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company operates in the Financial Services industry.

What technology does Petros Financial Group, A JL Smith Company use?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company's tech stack includes Open GraphFont AwesomeTwemojiBackbone.jsMarionette.jsGoogle MapsGoogle AnalyticsAdobe Fonts.

What is Petros Financial Group, A JL Smith Company's email format?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company's email format typically follows the pattern of First@petrosplanning.com. Find more Petros Financial Group, A JL Smith Company email formats with LeadIQ.

When was Petros Financial Group, A JL Smith Company founded?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company was founded in 1989.

Petros Financial Group, A JL Smith Company

Financial ServicesFlorida, United States2-10 Employees

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.

Section iconCompany Overview

Headquarters
4655 Salisbury Road Suite 100 Jacksonville, Florida 32256 United States
Website
petrosplanning.com
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Petros Financial Group, A JL Smith Company's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Petros Financial Group, A JL Smith Company's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    P. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Calendar Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Executive Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Retirement Planning Advisor
    Phone icon
    Mobile Phone

Employee Directory

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