JL Financial Services

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

5333 Meadow Ln Ct, Sheffield, Ohio, 4405...

Phone Number

(440) 366-4829

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About JL Financial Services

JL Financial Services is a comprehensive financial planning firm based in the Cleveland area, specializing in tax services, wealth management, and Medicare planning. With over 50 years of experience, they provide personalized solutions to help individuals and families navigate complex tax laws and establish clear financial plans for various life stages. Their services cater to a diverse clientele, including individuals, families, business owners, and those nearing retirement, ensuring tailored guidance to maximize financial outcomes. The firm emphasizes a fiduciary approach, prioritizing clients' goals and offering resources to enhance financial literacy.Explore more
Popular SearchesJL Financial ServicesCetera Advisors LLCAmerican Tax ServiceJl Financial LLCMedical Marijuana DispensariesSIC Code 62,628NAICS Code 52,523Show more

JL Financial Services Org Chart

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Owner and President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JL Financial Services

$6.6M
11-50
Private
-
2015
LW
Larry WhiteOwner and President
$7M
11-50
Private
-
1996
PF
Patrick FryeSenior Vice President and Chief Credit Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2016
JA
Joe AbbeyAthletic Consultant
<$5M
1-10
Private
-
1985
JW
Jamie WilliamsEnrolled Agent, EA, Tax Consultant and Operations Manager
<$5M
1-10
Private
-
2016
MM
Marianne MayClient Support Specialist
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

JL Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

JL Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JL Financial Services.

JL Financial Services Tech Stack

A closer look at the technologies used by JL Financial Services

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Frequently Asked Questions Regarding JL Financial Services

What is JL Financial Services's official website?
JL Financial Services's official website is www.jlfinancialservices.com
What is JL Financial Services's Revenue?
JL Financial Services's revenue is $6.6 Million
What is JL Financial Services's SIC code?
JL Financial Services's SIC: 62,628
What is JL Financial Services's NAICS code?
JL Financial Services's NAICS: 52,523
How many employees does JL Financial Services have?
JL Financial Services has 11-50 employees
What industry does JL Financial Services belong to?
JL Financial Services is in the industry of: Finance, Securities Trading
What is JL Financial Services competition?
JL Financial Services top competitors include: Fountainhead Wealth, Nastali Financial Services, Summit Financial Group, Cates Financial Planning
What technology does JL Financial Services use?
Some of the popular technologies that JL Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact JL Financial Services?
JL Financial Services contact info: Phone number: (440) 366-4829 Website: www.jlfinancialservices.com
What does JL Financial Services do?

JL Financial Services is a comprehensive financial planning firm based in the Cleveland area, specializing in tax services, wealth management, and Medicare planning. With over 50 years of experience, they provide personalized solutions to help individuals and families navigate complex tax laws and establish clear financial plans for various life st... ages. Their services cater to a diverse clientele, including individuals, families, business owners, and those nearing retirement, ensuring tailored guidance to maximize financial outcomes. The firm emphasizes a fiduciary approach, prioritizing clients' goals and offering resources to enhance financial literacy.Read More

Is JL Financial Services a public company?
JL Financial Services is private company therefore does not currently have an official ticker symbol
See more information about JL Financial Services

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