CLEVELAND, Aug. 15, 2017 /PRNewswire/ -- "Cleveland Financial Group™ was born given our affinity to Northeast Ohio, and also stemmed from our values-based culture. Working hard, placing our clients first, and serving our community. We are proud to serve and advise clients throughout the United States and are honored to be based in Northeast Ohio," said Jeremy DiTullio, CFP®, Founding Partner.
Cleveland Financial Group™ is composed of financial planners who have prodigious experience in wealth management, executive-focused planning, and sophisticated wealth transfer strategies.
Additionally, Cleveland Financial Group teams with the valuable resource of Lincoln Financial Advisors' National Planning Center, a team of trusted and knowledgeable professionals that support planners in analyzing data, evaluating current financial strategies, examining employee benefit plans (such as stock awards & executive bonus plans) and creating customized financial plans catered to clients' individual needs. This team of specialists is based in Cleveland, OH.
DiTullio, of Avon Lake, Ohio has been a Financial Planner since 2000 and says their team recognizes that the financial planning industry is constantly evolving. "We work proactively to stay current with the evolving world markets, interest rates, tax and estate rules, health and other insurance programs." He added that their Westlake office has made a conscious effort to grow by adding independent financial planners who bring intellectual capital in all of these areas.
The group's Westlake, OH office was established in June of 2015 with 6 professionals and has grown to 13 team members. DiTullio is thrilled to have established and grown a distinctive presence in Northeast Ohio. "We are proud of the work we do. Cleveland Financial Group™ will create a specific identity to the unbiased advice and unencumbered product offerings we provide to our clients, as well as solidifying our unique stance as a "serve first" financial planning firm."
Cleveland Financial Group's primary office is located at 2001 Crocker Road, Suite 400 in Westlake Ohio. They can be reached at 440-617-6676 or online at clevelandfg.com.
Registered associates of Cleveland Financial Group™ are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Cleveland Financial Group™ is a marketing name for business conducted through Lincoln Financial Advisors Corp. CRN-1862282-080217