Lineweaver Financial Group
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
9035 Sweet Valley Dr, Valley View, Ohio,...Phone Number
(216) 520-1711Website
www.lineweaver.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Lineweaver Financial Group
Lineweaver Financial Group is a registered investment advisory firm that offers comprehensive wealth management services, including personal retirement planning, tax planning and preparation, and life, disability, and long-term care insurance. They aim to serve executives, business owners, pre-retirees, and retirees by coordinating financial, tax, legal, and insurance needs as the 'Financial Quarterback' for their clients. With a strong emphasis on building long-term relationships grounded in trust and expertise, the firm has been recognized for its service excellence in the financial advisory industry. Established in 1993, the company has a reputation for providing clients with actionable insights and tools to achieve financial freedom.Explore more
Lineweaver Financial Group Org Chart
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Lineweaver Financial Group financials insights
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2020
Debt
$150K
Lineweaver Financial Group Tech Stack
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Lineweaver Financial Group News & Media
Lineweaver Wealth Advisors Announces Strategic Partnership with Wealth Industry Veteran
CLEVELAND, May 16, 2024 /PRNewswire/ -- In a move that marks a significant milestone for Lineweaver Wealth Advisors, the company has announced Scott Roulston as its newest strategic advisor. Roulston brings with him a wealth of experience and insight accumulated over three decades in the...
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Lineweaver Financial Group is a registered investment advisory firm that offers comprehensive wealth management services, including personal retirement planning, tax planning and preparation, and life, disability, and long-term care insurance. They aim to serve executives, business owners, pre-retirees, and retirees by coordinating financial, tax,... Read More
