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JL Smith | Holistic Wealth Management

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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providi... Read more

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Jason L Smith
Founder | CEO

Jason L Smith

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Matt Seitz
Chief Marketing Officer
Robert Lacivita
Chief Operating Officer
Jennifer T.
Human Resources Director