Insights

Niche Market Focus Petros Financial Group specializes in comprehensive financial planning services that encompass estate, tax, IRA, and social security optimization, positioning it as a trusted advisor for clients seeking personalized wealth management solutions.

Growth Potential With annual revenues between one and ten million dollars and a small team of 2 to 10 employees, the firm presents significant opportunities for expanding its client base and service offerings in the local Jacksonville market.

Technological Adoption Utilizing various digital platforms such as Google Analytics, Google Maps, and social media tools suggests an openness to integrate technology into client engagement, presenting avenues to enhance digital marketing and lead generation initiatives.

Partnership Opportunities Operating under Prosperity Capital Advisors and affiliated with larger financial institutions indicates potential for strategic alliances or referral partnerships to scale business development efforts and access broader customer networks.

Competitive Positioning While smaller in size compared to industry giants, Petros Financial Group’s specialized focus and localized presence offer the opportunity to differentiate through personalized service, appealing to clients seeking tailored financial advice over larger institutions.

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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 Formats	Example	Percentage
First@petrosplanning.com	John@petrosplanning.com	41%
First.Last@petrosplanning.com	John.Doe@petrosplanning.com	14%
FLast@petrosplanning.com	JDoe@petrosplanning.com	4%
First@petrosplanning.com	John@petrosplanning.com	41%

Frequently Asked Questions

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

Petros Financial Group, A JL Smith Company's main headquarters is located at 4655 Salisbury Road, Suite 100. 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?

Petros 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?

Petros 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?

As of December 2025, 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?

Petros Financial Group, A JL Smith Company operates in the Financial Services industry.

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

Petros 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?

Petros 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?

Petros 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.