Cookies on BBB.org

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
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.

About

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

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]

More Resources

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.