Justin Grossman, NSSA® Advisor · Avon, OH
Justin Grossman
Financial Advisor, JL Smith
Professional Profile
Meet Justin Grossman, a highly respected Financial Advisor at JL Smith in Northeast Ohio, bringing over a decade of experience in retirement planning and wealth management. Justin specializes in holistic financial strategies that empower clients to confidently achieve their retirement dreams. His expertise encompasses Social Security optimization, long-term care mitigation, tax planning, and comprehensive wealth management, making him a valuable resource for anyone seeking financial guidance.
Justin earned his bachelor’s degree in business administration with a focus on finance from The Ohio State University. He further enhanced his qualifications with multiple professional designations, including Retirement Income Certified Professional (RICP) and Bucket Plan Certified® (BPC), alongside various securities licenses. His commitment to mastering the complexities of retirement planning ensures that clients receive tailored strategies to maximize their financial future.
A passionate advocate for financial education, Justin actively shares his knowledge as a speaker with the American Financial Education Alliance (AFEA) and mentors aspiring financial advisors, contributing to the growth of the profession. His dedication to the community shines through his involvement with the Jewish Foundation of Cleveland, the Juvenile Diabetes Research Foundation, the Cleveland Food Bank, The Alzheimer’s Association, St. Jude, and animal rescue organizations.
Justin Grossman has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
When he’s not helping clients navigate their financial journeys, you’ll find Justin engaging in friendly competition on the basketball court, golf course, or pickleball court. If you're looking for a knowledgeable, reliable, and community-focused financial advisor to assist with your retirement planning or Social Security needs in the Ohio area, Justin Grossman is here to help guide you every step of the way.
Disclosure
Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov. C2P Capital Advisory Group d/b/a Prosperity Capital Advisors (PCA) is an investment advisor registered with the U.S. Securities and Exchange Commission. Please contact PCA if there are any changes in your personal or financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our Form ADV Part 2A and Form CRS are available upon request. Please do not submit trade instructions via email as they cannot be accepted in this manner. Similarly, we do not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Advisor if you need to give instructions related to your account. CONFIDENTIALITY NOTICE: This message, including any associated files and links, is intended only for use of the individual to which it is addressed and may contain information that is confidential, subject to copyright, or constitutes a trade secret. You are hereby notified that any dissemination, copying or distribution of this message or files associated with this message is strictly prohibited. If you have received this message in error, please delete it from your computer and notify us immediately by phone at (440) 934-9181 or by replying to this message. Messages sent to and from the company may be monitored.
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