We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Estate Planning and Management

Petros Financial Group LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Estate Planning and Management.

Visit Website(904) 824-5656

About

Overview

Petros Financial Group LLC

4655 Salisbury Rd Suite 100

Jacksonville, FL 32256

View Service Area

Find a Location

Petros Financial Group LLC has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    • Petros Financial Group LLC

      4655 Salisbury Rd Suite 100 Jacksonville, FL 32256

    • Petros Financial Group LLC

      100 Southpark Blvd Suite 405 St Augustine, FL 32086

    Years in Business: 25

    BBB Accreditation & Rating

    Petros Financial Group LLC is NOT a BBB Accredited Business.

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

    Why choose a BBB Accredited Business?

    About This Business

    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.

    Products and 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.

    Business Details

    Local BBB:
    BBB Serving Northeast Florida & The Southeast Atlantic
    BBB File Opened:
    8/7/2001
    Business Started:
    4/1/2000
    Business Incorporated:
    4/1/2000
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Ms. Jeannette Bajalia

    Additional Contact Information

    Customer Contacts
    Ms. Jeannette Bajalia
    Fax numbers
    Primary Fax: (904) 824-5642
    Additional Phone Numbers
    Other Phone: (407) 326-6344

    Additional Information

    Other Resources
    Florida Department of Financial Services
    200 East Gaines St.
    Tallahassee FL 32399
    Phone Number: (850) 413-3137
    http://www.flofr.com/StaticPages/VerifyALicense.htm
    [email protected]
    Business Categories
    Estate Planning and Management, Insurance Companies, Financial Services, Financial Planning Consultants, Insurance Services Office, Life Insurance, Insurance Consultant, No License Required Financial Consultants, Long Term Care Insurance, Annuities, Asset Evaluation, Insurance

    More Resources

    BBB Reports On: Known Marketplace PracticesOverview of Ratings

    Featured Content

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.