Maxim Financial Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

27865 Clemens Rd Ste 2, Westlake, Ohio, ...

Phone Number

(440) 899-9830

Revenue

$5.8 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Maxim Financial Group

Maxim Financial Group LLC is an independent wealth services firm that focuses on creating personalized financial strategies tailored to the unique goals of its clients. With over 35 years of experience, the firm emphasizes a client-first approach, serving both individuals and small businesses in areas such as investment, insurance, retirement, estate planning, and tax services. The company values trust, respect, and honesty, which are fundamental to building strong relationships with clients. Maxim Financial Group aims to provide innovative solutions while maintaining traditional values in financial planning.Explore more
Maxim Financial Group's Social MediaPopular SearchesMaxim Financial Group LLCMaxim FinancialMaxim Financial Group IncMaxima Financial Group LLCMaxim Development Group LLCSIC Code 62,628NAICS Code 52,523Show more

Maxim Financial Group Org Chart

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Managing Director, Wealth Management

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Vice President, Financial Advisor

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Registered Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Maxim Financial Group

$5.8M
11-50
Private
-
2001
DV
Darryl VisockyManaging Director, Wealth Management
$5M
11-50
Private
-
2014
BS
Brooke SandlinClient Support Specialist
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2000
SB
Steven BolekManager, Wealth
<$5M
1-10
Private
-
-
SS
Shelley SanfordManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Maxim Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Maxim Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Maxim Financial Group.

Maxim Financial Group Tech Stack

A closer look at the technologies used by Maxim Financial Group

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Frequently Asked Questions Regarding Maxim Financial Group

What is Maxim Financial Group's official website?
Maxim Financial Group's official website is www.maximfinancial.net
What is Maxim Financial Group's Revenue?
Maxim Financial Group's revenue is $5.8 Million
What is Maxim Financial Group's SIC code?
Maxim Financial Group's SIC: 62,628
What is Maxim Financial Group's NAICS code?
Maxim Financial Group's NAICS: 52,523
How many employees does Maxim Financial Group have?
Maxim Financial Group has 11-50 employees
What industry does Maxim Financial Group belong to?
Maxim Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Maxim Financial Group competition?
Maxim Financial Group top competitors include: Craun Freeman Tax & Wealth Management, TSS Wealth Management, Fenger Financial, Weaver, Ware & Martin Wealth Management and Advisory Services
What technology does Maxim Financial Group use?
Some of the popular technologies that Maxim Financial Group uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Font API
How do I contact Maxim Financial Group?
Maxim Financial Group contact info: Phone number: (440) 899-9830 Website: www.maximfinancial.net
What does Maxim Financial Group do?

Maxim Financial Group LLC is an independent wealth services firm that focuses on creating personalized financial strategies tailored to the unique goals of its clients. With over 35 years of experience, the firm emphasizes a client-first approach, serving both individuals and small businesses in areas such as investment, insurance, retirement, esta... te planning, and tax services. The company values trust, respect, and honesty, which are fundamental to building strong relationships with clients. Maxim Financial Group aims to provide innovative solutions while maintaining traditional values in financial planning.Read More

What are Maxim Financial Group social media links?
Maxim Financial Group Linkedin page Maxim Financial Group Facebook page
Is Maxim Financial Group a public company?
Maxim Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Maxim Financial Group

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