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Cleveland Financial Group

Cleveland Financial Group

Financial Services, 150 N Radnor Chester Rd Ste C120, Westlake, Ohio, 43537, United States, 11-50 Employees

clevelandfg.com

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phone no Phone Number: +14*********

Who is CLEVELAND FINANCIAL GROUP

Cleveland Financial Group was born from our affinity to Northeast Ohio and from our values based culture. Working hard, placing our clients first, and serving our community are staples in...

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  • 150 N Radnor Chester Rd Ste C120, Westlake, Ohio, 43537, United States Headquarters: 150 N Radnor Chester Rd Ste C120, Westlake, Ohio, 43537, United States
  • 2017 Date Founded: 2017
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Billion and Over
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282; 6311; 6399; 6411 | NAICS Code: 523930 | Show More

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Cleveland Financial Group Org Chart and Mapping

Employees
Gayle Russell

Gayle Russell

Client Services Coordinator

Jessica Crozier

Jessica Crozier

Administrative Assistant

Tanya Plagens

Tanya Plagens

Business Manager for William Crozier, Cltc,Partner

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Frequently Asked Questions Regarding Cleveland Financial Group

Answer: Cleveland Financial Group's headquarters are located at 150 N Radnor Chester Rd Ste C120, Westlake, Ohio, 43537, United States

Answer: Cleveland Financial Group's phone number is +14*********

Answer: Cleveland Financial Group's official website is https://clevelandfg.com

Answer: Cleveland Financial Group's revenue is $1 Billion and Over

Answer: Cleveland Financial Group's SIC: 6282; 6311; 6399; 6411

Answer: Cleveland Financial Group's NAICS: 523930

Answer: Cleveland Financial Group has 11-50 employees

Answer: Cleveland Financial Group is in Financial Services

Answer: Cleveland Financial Group contact info: Phone number: +14********* Website: https://clevelandfg.com

Answer: Cleveland Financial Group was born from our affinity to Northeast Ohio and from our values based culture. Working hard, placing our clients first, and serving our community are staples in our firm. We are proud to serve clients throughout the United States and are honored to be based in Northeast Ohio. Cleveland Financial Group is composed of financial planners who have prodigious experience in wealth management, executive-focused planning, and sophisticated wealth transfer strategies. Registered associates of Cleveland Financial Group are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Cleveland Financial Group is a marketing name for business conducted through Lincoln Financial Advisors Corp.

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