Maxim Financial Group LLC

Maxim Financial Group LLC Boutique Firm. Family Built. ๐…๐š๐ฆ๐ข๐ฅ๐ฒ ๐Ž๐ฐ๐ง๐ž๐. ๐‚๐ฅ๐ข๐ž๐ง๐ญ ๐…๐จ๐œ๐ฎ๐ฌ๐ž๐. Maxim Financial Group LLC is a full service wealth management firm
maxim (mak'sim), n. 1.

an expression of a general truth or principle. 2. a principle of conduct. (Merriam-Webster, n.d.) 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 exper

ience, 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 and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website 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.

09/03/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

Youโ€™re the conductor of your 401k, IRA and taxable savings.
09/01/2026

Youโ€™re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
08/29/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

For a small business, the loss of a key person could cause financial hardship.
08/27/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

"Old age is like everything else. To make a success of it, you've got to start young,โ€ observed Teddy Roosevelt.
08/25/2026

"Old age is like everything else. To make a success of it, you've got to start young,โ€ observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Have you used a junk-drawer approach to manage your investments?
08/22/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

The sooner you begin investing, the longer your money can work for you.
08/20/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Learn more about whether you need to pay estimated taxes.
08/18/2026

Learn more about whether you need to pay estimated taxes.

Have income that isnโ€™t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
08/15/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

If you thought that payouts from life insurance are tax-free in all cases, think again.
08/13/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Address

27865 Clemens Road, Suite 2
Westlake, OH
44145

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14408999830

Website

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