Family 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 opportunities, financial advisory or managing risk with life insurance, MFG is here to find the right solutions for you. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
View Top Employees from Maxim Financial Group LLCWebsite | http://www.maximfinancial.net |
Revenue | $5 million |
Employees | 7 (7 on RocketReach) |
Founded | 2001 |
Address | 27865 Clemens Road Suite 2, Westlake, Ohio 44145, US |
Phone | (440) 899-9830 |
Fax | (440) 899-9870 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Maxim Financial Group LLC employee's phone or email?
The Maxim Financial Group LLC annual revenue was $5 million in 2024.
Lauren Visocky is the Director Of Client Development of Maxim Financial Group LLC.
7 people are employed at Maxim Financial Group LLC.
Maxim Financial Group LLC is based in Westlake, Ohio.
The NAICS codes for Maxim Financial Group LLC are [523, 5239, 52393, 52].
The SIC codes for Maxim Financial Group LLC are [628, 62].