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.

Thereโ€™s no shortage of investment analysis for anyone interested. Whatโ€™s important to understand?
06/16/2026

Thereโ€™s no shortage of investment analysis for anyone interested. Whatโ€™s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Hereโ€™s a look at each.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
06/13/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the โ€œidealโ€ retirement, but turning that dream into a reality can be tricky.

Learn the language of life insurance.
06/11/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
06/09/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
06/06/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canadaโ€™s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

Ever heard of a Roth 401(k)? Would one be right for you?
06/04/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/02/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Consider a bucket plan to go with your bucket list.
05/30/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

Secrets of the Temple: How the Federal Reserve works.
05/28/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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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