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.

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.

What would you do if your beloved dog caused some damage where a mere apology wasnโ€™t enough?
05/26/2026

What would you do if your beloved dog caused some damage where a mere apology wasnโ€™t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
05/23/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/23/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Hereโ€™s a look at what goes into creating a \$20 bill and what determines when a billโ€™s lifespan ends.
05/21/2026

Hereโ€™s a look at what goes into creating a \$20 bill and what determines when a billโ€™s lifespan ends.

How long does a $20 bill last?

05/19/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
05/16/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Renter? Think youโ€™re covered by the ownerโ€™s insurance? Do a double check.
05/14/2026

Renter? Think youโ€™re covered by the ownerโ€™s insurance? Do a double check.

Donโ€™t overlook the need for renterโ€™s insurance if you rent your home.

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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