Lineweaver Financial Group, Inc.

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Description

  • Founded in 1993, Lineweaver Financial Group (LFG) is one of Northeastern Ohio's most respected financial advisory firms. Our independent professionals start by using our unique Life-Stage-Mapping-Process to create a fully-coordinated financial plan based on your particular needs, and those of your family. Then, to ensure you receive all the benefits of professional coordination, and to save you time and money, your plan is conveniently implemented and continuously monitored at our one-of-a-kind WealthWatch Center in Valley View. At Lineweaver Financial, we really mean, one call does it all. LFG has years of experience servicing the financial planning needs for a wide range of clients at differing stages in life, such as those approaching retirement, small business owners, and corporate executives. Each clients individual goals are part of a fully coordinated financial plan, developed by our in-house financial, insurance, legal and accounting specialists. Given our extensive capabilities, LFG is also the financial planning firm of choice for several credit unions in the greater Cleveland area. LFG also has a unique division which focuses on serving the sometimes complex retirement needs of the State of Ohios public service employees. LFG currently works with several Ohio municipalities, police and fire departments, and has even been endorsed by the OBPA as a trusted resource for Police & Fire professionals. LFG also offers Ohios only actively managed deferred compensation plan, a unique advantage enjoyed by our clients. In addition to providing sound and responsible financial advice, LFG also feels it has a responsibility to make our community a better place. Over the years, LFG has sponsored charitable events, answered phones, and even washed cars to raise money for charities. Were also a continuing sponsor for the Rainbow Babies and Childrens Hospital Radiothon Change Maker Program, and run our annual food drive for the less fortunate.
  • location

    Headquarters:9035 Sweet Valley Drive , Valley View, Ohio, United States

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  • Lineweaver Financial Group, Inc. phone

    Phone Number: +1 888-313-4009

  • Lineweaver Financial Group, Inc. website

    Website: https://www.lineweaver.net

  • Lineweaver Financial Group, Inc. employees

    Employees:17

  • Lineweaver Financial Group, Inc. revenue

    Revenue:$1 - 10M

  • Lineweaver Financial Group, Inc. legal name

    Legal Name:Lineweaver Financial Group, Inc.

  • Lineweaver Financial Group, Inc.'s Social Media

    Lineweaver Financial Group, Inc. linkedin Lineweaver Financial Group, Inc. facebook
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  • |  NAICS Code: 524126  |

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Person level website identification

President At Lineweaver Financial Group, Inc for Lineweaver Financial Group, Inc.

James Lineweaver

President At Lineweaver Financial Group, Inc

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View Employees

James Lineweaver

President At Lineweaver Financial Group, Inc

Brian Klecan

Director Of Retirement Plan Services

Geoff Powers

Director Of Marketing

Charlene Niederhelman

Operations Manager

Frequently Asked Questions regarding Lineweaver Financial Group, Inc.

  • Where are Lineweaver Financial Group, Inc.'s Headquarters?

    Lineweaver Financial Group, Inc.'s Headquarters are in 9035 Sweet Valley Drive ,Valley View,Ohio,United States

  • What is Lineweaver Financial Group, Inc.'s phone number?

    Lineweaver Financial Group, Inc.'s phone number is +1 888-313-4009

  • What is Lineweaver Financial Group, Inc.'s official website?

    Lineweaver Financial Group, Inc.'s official website is https://www.lineweaver.net

  • What is Lineweaver Financial Group, Inc.'s Revenue?

    Lineweaver Financial Group, Inc.'s revenue is $1 - 10M

  • What is Lineweaver Financial Group, Inc.'s NAICS code?

    Lineweaver Financial Group, Inc.'s NAICS code is 524126

  • How many employees are working in Lineweaver Financial Group, Inc.

    Lineweaver Financial Group, Inc. has 17 employees

  • What is Lineweaver Financial Group, Inc.'s Industry?

    Lineweaver Financial Group, Inc. is in the industry of Financial Services

  • Who is Lineweaver Financial Group, Inc.'s President At Lineweaver Financial Group, Inc?

    Lineweaver Financial Group, Inc.'s President At Lineweaver Financial Group, Inc is James Lineweaver

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