logo

Last Update

This profile was last updated on 1/28/2017 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong Jeannette Bajalia?

Jeannette Bajalia

President

Petros Estate & Retirement Planning LLC

HQ Phone:  (904) 824-5656

Direct Phone: (904) ***-****direct phone

Email: j***@***.com

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Petros Estate & Retirement Planning LLC

100 Southpark Blvd. Suite 405

Saint Augustine, Florida,32086

United States

Company Description

At Petros Estate & Retirement Planning, we specialize in integrated Retirement Lifestyle Protection Planning®. We work with a team of highly ethical, experienced professionals from every discipline to offer financial, legal, insurance, investment, accounting, ...more

Background Information

Employment History

President and Founder

President and Founder, Woman's Worth LLC


President

Petros Financial Services Inc


Affiliations

Woman's Worth

Founder


Education

BA

psychology


Masters

Human Resource Management


bachelor's degree

psychology

University of North Florida


master's degree

human-resource management

University of North Florida


Web References(45 Total References)


Team | Petros Estate & Retirement Planning.

petrosplanning.com [cached]

Jeannette Bajalia
President & Insurance Professional Jeannette is the President of Petros Estate & Retirement Planning, where she has designs and implements innovative insurance & estate planning strategies for clients and their families. She is also the Founder and President of Woman's Worth®, where she has specialized in the unique needs facing women as they plan for their retirement. Jeannette has over 40 years of leadership experience as an independent business owner and as an Insurance & Retirement Planning Professional. She is an Ed Slott Master Elite Advisor, a published author, a radio host, and has also appeared as a guest on First Coast Living on WTLV & Look Local. She was also recognized as one of 20 Women of Influence by The Jacksonville Business Journal in 2012. She has been featured in the Wall Street Journal, Growing Bolder, Forbes, Jacksonville and Orlando Business Journal, Yahoo! Finance, CNBC, Bloomberg Businessweek, and several other local publications. She is often seen on Growing Bolder Financial Institute, a digital media firm specialized in rebranding aging. In addition to her business and professional experiences, Jeannette has significant experience with the issues facing the aging population. She has a passion for ensuring individuals have a Retirement Lifestyle Protection Plan® that allows them to enjoy a successful retirement and they are treated with dignity and respect through their various life stages. Jeannette has lived in Ponte Vedra Beach for over 18 years. She completed her undergraduate and graduate studies at the University of North Florida in Jacksonville and is a proud aunt to 32 nieces and nephews.


www.petrosplanning.com

Jeannette Bajalia, MHRM
President As President and Principal Advisor, Jeannette brings to Petros Estate & Retirement Planning 35 years of professional experience in major corporations,as an independent business owner, and as a retirement planning advisor designing and implementing some of the most innovative estate planning solutions to clients and their families. She is also Founder and President of Woman's Worth, a planning firm that specializes with the unique needs facing women as they plan for their retirement. She is regarded as one of the thought leaders in developing and deploying innovative retirement planning strategies to help pre-retirees and retirees to ensure their financial independence so they can have a dignified, successful retirement. Jeannette is an Ed Slott Elite Advisory member, a published author and weekly radio guest on Financial Safari. In addition to her business and professional experiences, Jeannette has significant experience with the issues facing the aging population. She has a heart for ensuring individuals have a retirement plan that allows them to enjoy a successful retirement and they are treated with dignity and respect. Jeannette has lived in Ponte Vedra Beach, Florida for over 13 years. She completed her undergraduate and graduate studies at the University of North Florida in Jacksonville.


www.wjct.org

Jeannette Bajalia - President, Petros Estate & Retirement Planning


www.petrosplanning.com

Jeannette Bajalia
Petros Estate & Retirement Planning, LLC 100 Southpark Blvd, Suite 405 St. Augustine, Florida 32086 Office: (904) 824-5656 Toll Free: (866) 273-8767


nieamilwaukee2009.org

"People are frozen because they don't know which way to go," says Jeannette Bajalia, president of Petros Estate & Retirement Planning in St. Augustine, Fla. "Anytime there's ambiguity, it immobilizes them."
Ms. Bajalia in St. Augustine recently set up an indexed annuity for Barbara Deckman, a 62-year-old retired teacher, which has a lifetime-income benefit and a "double confinement" rider, meaning the policy pays twice as much each year if Ms. Deckman qualifies for long-term-care payments.


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory