Company Overview
- Headquarters
- 2001 Crocker Rd., Suite 400, Suite 400, Westlake OH
- Website
- clevelandfg.com
- Phone
- (440) 617-6676
- Employees
- 14
- Founded in
- 2017
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Cleveland Financial Group
Cleveland Financial Group is a financial services company based in Westlake, Ohio. The firm employs 14 individuals and generates over $10,000 in annual revenue. Cleveland Financial Group provides financial planning services to clients across the United States. Their team specializes in wealth management, executive-focused planning, and sophisticated wealth transfer strategies. The firm's registered associates are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services are offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Clients can learn more about Cleveland Financial Group by visiting their website at clevelandfg.com.
Cleveland Financial Group Tech Stack
Companies Similar to Cleveland Financial Group
Analyze industry trends and opportunities by examining competitors and companies comparable to Cleveland Financial Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |