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.

Tax time can be a good time to give your household budget a checkup.
07/18/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Ever wonder about those free credit scores you get once a year?
07/16/2026

Ever wonder about those free credit scores you get once a year?

Whatโ€™s the deal with your yearly free credit report?

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
07/14/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Take the time to think about these three things when shopping for your next vehicle.
07/11/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Here are a few key factors to consider when naming an executor for your estate.
07/09/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canadaโ€™s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarterโ€™s by-the-numbers highlights the data behind one of North Americaโ€™s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poorโ€™s 500 Index rose 14...

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
07/07/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

What do you need to know when the market experiences volatility?
07/04/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

๐ŸŽ† Happy Independence Day! ๐ŸŽ‡Today, we celebrate 250 years of the land of the free and the home of the brave! On this day ...
07/04/2026

๐ŸŽ† Happy Independence Day! ๐ŸŽ‡

Today, we celebrate 250 years of the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. ๐ŸŽ‰๐Ÿ—ฝ

As we enjoy fireworks, BBQs, and time with loved ones, letโ€™s remember the courage and sacrifice that built this great nation. ๐Ÿ”๐ŸŒญ

Happy Birthday, America! ๐ŸŽ‚๐ŸŽˆ

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
07/02/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

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

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