


Cleveland Financial Group Email Formats
Financial Services • Westlake, Ohio, United States • 1-10 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.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@clevelandfg.com | 50% |
{first name}.{last name} | john.doe@clevelandfg.com | 50% |
Key Contact at Cleveland Financial Group
Rick Cleveland
Owner
Company overview
| Headquarters | 2001 Crocker Rd., Suite 400, Westlake, Ohio 44145, US |
| Phone number | +14406176676 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2017 |
| Employees | 1-10 |
| 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
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.
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Frequently asked questions
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