Maxim Financial Group LLC
www.maximfinancial.netFamily Owned. Client Focused. Maxim Financial Group was founded in 2001 as a personalized independent wealth management firm that utilizes a unique mix of investment management paired with actuarial science. The combined strategies help reduce overall risk while seeking optimal results for our clients. With over a century of experience, our Advisors are focused on creating long-term relationships to help guide clients through all of life's transitions. Whether you are looking for investment options, managing risk with insurance, or a business valuation for your small business, MFG is here to find the right solutions for you. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, 27865 Clemens Road #2 Westlake, Ohio 44145 (440) 899-9830. Investment Advisory services offered through O.N. Investment Management Company.
Read moreFamily Owned. Client Focused. Maxim Financial Group was founded in 2001 as a personalized independent wealth management firm that utilizes a unique mix of investment management paired with actuarial science. The combined strategies help reduce overall risk while seeking optimal results for our clients. With over a century of experience, our Advisors are focused on creating long-term relationships to help guide clients through all of life's transitions. Whether you are looking for investment options, managing risk with insurance, or a business valuation for your small business, MFG is here to find the right solutions for you. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, 27865 Clemens Road #2 Westlake, Ohio 44145 (440) 899-9830. Investment Advisory services offered through O.N. Investment Management Company.
Read moreCountry
State
Ohio
City (Headquarters)
Westlake
Employees
11-50
Founded
2001
Estimated Revenue
$1,000,000 to $5,000,000
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Managing Principal
Email ****** @****.comPhone (***) ****-****
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