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Cleveland Financial Group

Cleveland Financial Group Email Formats

Financial ServicesFlag of USWestlake, Ohio, United States1-10 Employees

Cleveland Financial Group Email Formats

Cleveland Financial Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@clevelandfg.com), used 50% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@clevelandfg.com
50%
{first name}.{last name}
john.doe@clevelandfg.com
50%

Key Contact at Cleveland Financial Group

Flag of US

Rick Cleveland

Owner

Company overview

Headquarters2001 Crocker Rd., Suite 400, Westlake, Ohio 44145, US
Phone number+14406176676
Website
NAICS52
SIC628
Founded2017
Employees1-10
Socials

About 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 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Founder/Owner
Manager

Employees by Department

Cleveland Financial Group has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Cleveland Financial Group has never raised funding before.

Cleveland Financial Group Tech Stack

Discover the technologies and tools that power Cleveland Financial Group's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

Cleveland Financial Group is located in Westlake, Ohio, US.
You can reach Cleveland Financial Group at +14406176676.
Cleveland Financial Group was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Cleveland Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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