Cleveland Financial Group Email Format

Financial ServicesOhio, United States2-10 Employees

Cleveland Financial Group is a financial services firm focused on wealth management, executive-focused planning, and sophisticated wealth-transfer strategies. Based in Westlake, Ohio, in Northeast Ohio, the firm serves clients across the United States. Operations are conducted through Lincoln Financial Advisors Corp., with its associates registered as representatives and with securities and investment advisory services provided by Lincoln Financial Advisors.

The firm maintains a team of financial planners with broad experience in wealth management and related planning disciplines. Recent staffing updates include John Nelson joining as Financial Planner in 2021 and Zeb Jackson joining as Private Wealth Advisor in 2020.

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