Cleveland Financial Group

Description

Address: 2001 Crocker Rd, Westlake, OH 44145 Hours: Closed ⋅ Opens 8:30AM Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (440) 617-6676: : : Place name: : : : Website: Category: Website: http://clevelandfg.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Cleveland Financial Group Employees

Employee
Years
Job
Industry
Michael Primerano, CFP® Michael Primerano, CFP® Cleveland/Akron, Ohio Area Details
Michael Primerano, CFP®'s Cleveland Financial Group Experience August 2001 - January 2009
Job Financial Advisor | Partner with Cedar Brook Financial Partners, LLC specializing in Business | Estate Planning Needs
Industry Financial Services
Experience
Cedar Brook Financial Partners  January 2009 - Present
Cleveland Financial Group   August 2001 - January 2009

Skills
Investments, Retirement Planning, Life Insurance, Estate Planning, Buy-sell Agreements, Trusts, Wealth Management, Strategic Financial..., Fixed Annuities, Disability Insurance, Long Term Care Insurance, Wealth, Financial Advisory, Investment Advisory, Portfolio Management, Retirement, Wealth Management..., Financial Services, Insurance

Education
The Ohio State University   1996 — 2001
B.S. Financial Management, Finance and Financial Management Services

Shari Dombcik Shari Dombcik Cleveland/Akron, Ohio Area Details
Shari Dombcik's Cleveland Financial Group Experience January 2001 - August 2002
Job Planning Associate at Hartland & Co.
Industry Financial Services
Experience
Hartland & Co.   February 2012 - Present
Cambridge Investment Research  June 2009 - September 2011
Mills, Potoczak & Company   December 2008 - April 2009
Ultra Electronics Audiopack Inc., Garfield Heights, OH   February 2008 - November 2008
Resource Global   August 2007 - February 2008
Public Accounting Firms  January 2005 - August 2007
Silver Mountain Partners   August 2002 - December 2004
Cleveland Financial Group   January 2001 - August 2002
Arthritis Foundation  January 1990 - December 2000

Skills
Financial Analysis, Budgeting, General Ledger, Budgets, Tax

Education
The Ohio State University   1979 — 1983
Bachelor of Science, Business Administration

William Hawke, MBA, CFP® William Hawke, MBA, CFP® Cleveland/Akron, Ohio Area Details
William Hawke, MBA, CFP®'s Cleveland Financial Group Experience January 1980 - November 2006
Job Financial Advisor and Partner, Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners  January 2006 - Present
Securities America, Inc. Member FINRA/SIPC   2006 - 2014
Securities America, Inc. Member FINRA/SIPC   2006 - 2014
Cleveland Financial Group   January 1980 - November 2006
Lincoln Financial Advisors  1979 - 2006

Skills
Retirement, Creating income in..., Wealth Preservation..., Charitable Giving..., IRA Rollovers, 401k Rollovers, IRAs, Strategic Financial..., Wealth, Employee Benefits, Mutual Funds, Financial Advisory, Financial Services, Strategy, Securities, Insurance, Wealth Management, Estate Planning, Income, Small Business, Finance, Management, Retirement Plan..., Wealth Management..., Retirement Planning, Investment Advisory

Education
Baldwin Wallace University   1978 — 1980
MBA, Project Management

University of Michigan   1973 — 1975
MSW, Social Work

Bowling Green State University   1969 — 1973
Bacheldor of Arts, Sociology

Diana Hostettler Diana Hostettler Mansfield, Ohio Area Details
Diana Hostettler's Cleveland Financial Group Experience Marketing AssistantCleveland Financial GroupApril 2012 - Present
Job Marketing Assistant at Cleveland Financial Group
Industry Financial Services
Experience
Cleveland Financial Group   Marketing AssistantCleveland Financial GroupApril 2012 - Present
Office Suites PLUS  September 2006 - July 2010
The Blind Factory   May 2002 - August 2006
Belford Fiduciary Services LLC   September 2001 - July 2002
Arch Communications  June 1993 - September 2001

Education
The Ohio State University   1966 — 1967
Elementary Education and Teaching

Alan E. Yanowitz Alan E. Yanowitz Cleveland, Ohio Details
Alan E. Yanowitz's Cleveland Financial Group Experience January 1991 - June 2005
Job Values Based Financial Planner
Industry Financial Services
Experience
Creekside Financial Advisors   October 2011 - Present
Securities America Advisors, Inc.   July 2005 - October 2011
Cleveland Financial Group   January 1991 - June 2005

Skills
Retirement Planning, Charities, Estate Planning, Securities, Retirement, Investment Advisory, Investments, Strategic Financial..., Financial Advisory, Financial Services, Wealth Management, Education Funding

Education
Case Western Reserve University School of Law   1982 — 1985
J.D., Taxation

Northeastern University   1977 — 1982
Bachelor of Science, Marketing

Tom Genco Tom Genco Cleveland/Akron, Ohio Area Details
Tom Genco's Cleveland Financial Group Experience January 1997 - June 2010
Job CPA, CFP at Beacon Financial Partners
Industry Financial Services
Experience
Beacon Financial Partners  June 2010 - Present
Cleveland Financial Group   January 1997 - June 2010
Rothschild Meckler & Co   January 1985 - December 1996

Skills
Strategic Financial...

Education
Cleveland State University   1978 — 1983
BBA, Accounting

John Mannen, CFP® John Mannen, CFP® Cleveland/Akron, Ohio Area Details
John Mannen, CFP®'s Cleveland Financial Group Experience 1970 - 2005
Job Founding Partner/Offices of Mannen, Munday, Slater and BarShain at Cedar Brook Group
Industry Financial Services
Experience
Cedar Brook Group   July 2005 - Present
Cleveland Financial Group   1970 - 2005

Skills
Strategic Financial...

Education
St. Joseph's College (IN)   1962 — 1966
Bachelor of Science

Spencer Tawse Spencer Tawse Mansfield, Ohio Area Details
Spencer Tawse's Cleveland Financial Group Experience June 2009 - August 2009
Job Healthcare Recruiter at Maxim Healthcare Services
Industry Hospital & Health Care
Experience
Maxim Healthcare Services  April 2014 - Present
Robert Half Finance & Accounting  March 2013 - December 2013
Cambridge Associates  March 2012 - July 2012
U.S. Department of State   June 2010 - March 2011
Cleveland Financial Group   June 2009 - August 2009
EnviroScience, Inc.   May 2006 - August 2009

Skills
Research, PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Spanish, Financial Analysis, Social Media, Public Speaking, Financial Modeling, Economics, Recruiting, Healthcare, International Relations, Leadership

Education
The College of William and Mary   2006 — 2010
BBA, Finance-international emphasis, Government

The College of William and Mary - The Mason School of Business   2006 — 2010
BBA, BA, Finance- International Emphasis & Government

University of Hyderabad   2008 — 2008
Political Science, Hindi

Ed DeTomaso, CLU, ChFC Ed DeTomaso, CLU, ChFC Cleveland/Akron, Ohio Area Details
Ed DeTomaso, CLU, ChFC's Cleveland Financial Group Experience February 1994 - November 2006
Job Financial Planner at Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners  November 2006 - Present
Cleveland Financial Group   February 1994 - November 2006
Prudential Financial  January 1979 - February 1994

Skills
Retirement, Investments, Estate Planning, Retirement Planning, Retirement Plan..., Investment Advisory, Financial Services, Financial Advisory, Finance, FINRA

Education
Kent State University
BA, History

Tim Noe Tim Noe Cleveland/Akron, Ohio Area Details
Tim Noe's Cleveland Financial Group Experience September 1998 - May 2005
Job Registered Representative/Investment Advisor Representative at Ameritas Investment Corp.
Industry Financial Services
Experience
Noe Financial Services, Inc.   January 2005 - Present
Cleveland Financial Group   September 1998 - May 2005

Skills
IRAs, Term Life Insurance, Voluntary Employee..., Insurance

Education
Ohio University   1982 — 1986

Bryan J. Costin, CPA, CFP® Bryan J. Costin, CPA, CFP® Cleveland/Akron, Ohio Area Details
Bryan J. Costin, CPA, CFP®'s Cleveland Financial Group Experience February 2003 - December 2007
Job Certified Public Accounting & Financial Advisor
Industry Investment Management
Experience
Beacon Financial Partners  January 2008 - Present
Costin + Company, CPAs   November 2001 - Present
Cleveland Financial Group   February 2003 - December 2007
Plastic Card Systems   2000 - 2001

Skills
Securities, Investments, Retirement Planning, Wealth Management, Estate Planning, Accounting, Income Tax, Personal Tax Planning

Education
Ohio University   1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Management Information Systems

Daniel Bonder JD, MBA, CFP® Daniel Bonder JD, MBA, CFP® Cleveland/Akron, Ohio Area Details
Daniel Bonder JD, MBA, CFP®'s Cleveland Financial Group Experience August 1994 - December 2006
Job Investment Professional and Planned Giving Consultant
Industry Financial Services
Experience
Beacon Financial Partners  December 2006 - Present
Fairmount Temple  2009 - 2012
Cleveland Financial Group   August 1994 - December 2006
Women's Federal Savings Bank  March 1982 - April 1993
Continental Federal Savings and Loan   June 1975 - March 1982

Education
Cleveland State University   1980 — 1983
MBA, Finance

Cleveland State University - Cleveland-Marshall College of Law   1980 — 1983
Juris Doctorate, Law

John Carroll University   1971 — 1975
BS, Economics

Cleveland Heights High School   1968 — 1971

Doug Lukcso Doug Lukcso Columbus, Ohio Details
Doug Lukcso's Cleveland Financial Group Experience November 1993 - April 1995
Job VP, Institutional Investment Consultant at Lancaster Pollard
Industry Investment Management
Experience
Lancaster Pollard  December 2008 - Present
Trend Dynamics Inc.   January 2008 - December 2008
National City Bank  April 1998 - December 2007
Charles Schwab  April 1995 - April 1998
Cleveland Financial Group   November 1993 - April 1995

Skills
Financial Modeling, Finance, Investments, Financial Planning, Asset Allocation, Portfolio Management, Investment Advisory, Asset Management, Mutual Funds, Investment Management

Education
Bowling Green State University   1989 — 1993
BA, Business