Cleveland Financial Group Employee Directory

Q: What is Cleveland Financial Group known for?

Cleveland Financial Group was founded in 2017. Cleveland Financial Group operates in the Financial Services industry.

Q: How many employees does Cleveland Financial Group have currently?

Cleveland Financial Group has approximately 9 employees.

Financial ServicesOhio, United States2-10 Employees

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.

Find Cleveland Financial Group employees' phone numbers or email addresses

Cleveland Financial Group Global Highlights

North America
14

United States Of America
14

Cleveland Financial Group's Leadership

A. D.
Financial Planner
Mobile Phone
Email

Cleveland Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Cleveland Financial Group

Name

Title

Contact Info

Location

Last Update

A. D.
Financial Planner
Mobile Phone
Email
Nov 12, 2025

Frequently Asked Questions

What is Cleveland Financial Group known for?

Cleveland Financial Group was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 2001 Crocker Road Suite 400 Westlake, Ohio 44145 United States. Explore Cleveland Financial Group's company overview page for more information.

What is Cleveland Financial Group's most common email format?

Cleveland Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cleveland Financial Group email formats with LeadIQ.

How many employees does Cleveland Financial Group have currently?

Cleveland Financial Group has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Cleveland Financial Group's key employees and leadership?

As of February 2026, Cleveland Financial Group's key employees include:

Financial Planner: A. D.

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