Cleveland Financial Group Information
Contact top employees from
Cleveland Financial Group
Summary
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. ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Founded
2017
Contact Cleveland Financial Group
Organization Website
Social Links
Phone Number
1 (440) 617-6676
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2016 | Privately Held | 10-50 | - | $- | |
| 2011 | - | 10-50 | - | $- | |
| - | Privately Held | 5000-10000 | - | $- | |
| - | Privately Held | 1-10 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Cleveland Financial Group shows a diverse range of experience levels:
8% for 1–2 years8% for 3–4 years16% for 5–7 years8% for 8–10 years60% have over 11 years of service at Cleveland Financial GroupEx-employees positions
In Company
In New Company
Contact top employees from
Cleveland Financial Group
Zeb Jackson
Partner | Private Wealth Advisor
Matthew Whitson
Partner I Financial Planner
Jeremy DiTullio
Founding Partner | Financial Planner
Charles Hahn
Financial Planner
Gayle Russell
Client Services Coordinator
Tanya Plagens
Business Manager for William Crozier, CLTC,Partner
Robert Hirsh
Financial Advisor
Jessica Crozier
Administrative Assistant
Michael Chaffee
Partner
Similar Companies
FAQ
Cleveland Financial Group operates in the Financial Services industries. More details can be found on the official website: clevelandfg.com.
The headquarters of Cleveland Financial Group are located in Westlake, United States.
You can contact Cleveland Financial Group by phone at 1 (440) 617-6676.
Cleveland Financial Group currently employs 10-50 people.
Well-known competitors of Cleveland Financial Group include Bernardo Wealth Planning, Clear Perspective Advisors, Equitable Advisors and Mariner Platform Solutions.
