BBB Accredited Business sinceAdditional Locations
Phone: (904) 824-5656 Fax: (904) 824-5642 View Additional Phone Numbers 4655 Salisbury Rd Suite 100, Jacksonville, FL 32256 View Additional Email Addresses View Additional Web Addresses
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Petros Estate & Retirement Planning, LLC, is an integrated retirement lifestyle protection planning company offering services in the areas of estate planning, tax planning, health care expense planning, and asset protection, as well as long-term care, life insurance, property & casualty insurance and more. Woman's Worth, LLC, a wholly-owned subsidiary of Petros, provides the same services with a primary focus on women and their unique estate & retirement planning needs.
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A BBB Accredited Business since
BBB has determined that Petros Estate and Retirement Planning, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Petros Estate and Retirement Planning, LLC include:
- Length of time business has been operating
- Complaint volume filed with BBB for business of this size
- Response to 1 complaint(s) filed against business
- Resolution of complaint(s) filed against business
Customer Complaints Summary Read complaint details
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||1|
|Total Closed Complaints||1|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Type of Entity
Limited Liability Company (LLC)
Business ManagementMs. Jeannette Bajalia Mr. Michael K. Macke, VP & Co-Owner
Estate Planning & Management Financial Planning Consultants Financial Services Insurance Companies Insurance Services Insurance - Life Financial Consultants - No License Required
Products & Services
Petros Estate and Retirement Planning, LLC offers the following product(s): Fixed Indexed Annuities, Immediate Annuities, Life Insurance, Long-term Care Insurance, Wills & Trusts (through a board-certified attorney), Investment Portfolios (through a Registered Investment Advisory RIA)firm, etc.