Cleveland Financial Group

Cleveland Financial Group is a Financial Services startup founded in 2017. The company's slogan "Advice - Investments - Protection - Retirement" encapsulates its core services. It prides itself on its values-based culture and dedication to serving the community. Although headquartered location information is not provided, Cleveland Financial Group has made a mark with its nationwide service offerings. The firm focuses on wealth management, executive-focused planning, and wealth transfer strategies, catering to clients' diverse financial needs. It is important to note that the registered associates of Cleveland Financial Group are representatives of Lincoln Financial Advisors Corp, offering securities and investment advisory services. While details about the last investment and investors are not provided, Cleveland Financial Group's emphasis on client-centric service and expertise in financial planning and wealth management make it a potential prospect for investment in the financial services sector.