BBB Accredited Business Profile

Petros Estate and Retirement Planning, LLC

Petros Estate and Retirement Planning, LLC

(904) 824-5656

Petros Estate and Retirement Planning, LLC

17 years in business
4655 Salisbury Rd Suite 100
Jacksonville, FL 32256
Fax Numbers
  • (904) 824-5642
Additional Phone Numbers
  • (407) 326-6344
Additional Email Addresses
  • arielle@petrosplanning.com
  • michael@petrosplanning.com
BBB File Opened: 08/07/2001
Business Started: 04/01/2000
Business Incorporated: 04/01/2000 in FL
Type of Entity
Limited Liability Company
Business Management
  • Mr. Michael K. Macke, VP & Co-Owner
  • Ms. Jeannette Bajalia
Business Category
  • Estate Planning & Management
  • Financial Planning Consultants
  • Financial Consultants - No License Required
  • Insurance Companies
  • Insurance - Life
  • Insurance Services
  • Financial Services

Products & Services
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.
Alternate Business Names
  • Woman's Worth, LLC
BBB accredited business

A+

Overview

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.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Petros Estate and Retirement Planning, LLC

Petros Estate and Retirement Planning, LLC

BBB ACCREDITATION SINCE 08/21/2001

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed