Certified Financial Planner Available in Mansfield, OH

Financial resources can mean different things to all of us.  Regardless of where you are in your financial travels, finding someone to help with your  journey is a highly selective process.  That's why at Cleveland Financial Group, we make it our priority to get to know you as a person and not just a client. We strive to provide you with the most complete course of action possible, with an ultimate goal in mind – Financial Independence. 

We believe that every situation is unique and there are no standard financial solutions.  We tailor our financial services and solutions to help meet your specific needs and financial goals.  With expertise in: Retirement, Insurance, Investments and Social Security strategies, we believe we can assist individuals from all different phases in life.

Our products and services include:

  • Retirement
  • Insurance
  • Investments
  • Social Security strategies

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Please let us know how we can serve you.

Our Location

Cleveland Financial Group

108 North Main St., Rear Building
Mansfield, OH 44902
ph: 419.522.4333
fax: 419.522.3303

Latest News

Financial and Economic Brief - March 13, 2018

• Jobs Grow in February - According to ADP and Moody’s Analytics, companies added 235,000 jobs in the month of February.”

• Change to China’s Constitution - On Sunday China's parliament amended the constitution to remove the limit on the number of terms the president can serve.

• Dropbox Inc. IPO - Dropbox Inc. filed for an initial public offering of 36 million shares, giving the company a value of more than $7 billion at the high end of the pricing range.

Financial and Economic Brief - March 6, 2018

• Trump’s Tariffs - According to Commerce Secretary Wilbur Ross, President Donald Trump's tariffs are “no big deal.”

• Stocks Continue to Drop - The Dow Jones Industrial Average fell for the fifth straight day as concerns about a global trade war following the President’s threat to impose tariffs kept investors concerned.

• AXA to Acquire XL Group - French insurance company AXA has reached a deal to acquire XL Group for approximately $15.3 billion.

Financial and Economic Brief - February 27, 2018

• U.S. New Home Sales Drop - According to the Commerce Department, new home sales dropped 7.8% to a seasonally adjusted annual rate of 593,000 units last month, the lowest level since August 2017.

• Global Stocks Higher - Global stocks went higher this morning, as investors bet the new head of the U.S. Federal Reserve, Jerome Powell, will keep a steady course on policy when he addresses lawmakers this week.

• Stabilizing Oil Prices - OPEC is working on a plan for an alliance with ten “petrostates”, including Russia, aimed at “propping up” oil prices for the foreseeable future.

Financial and Economic Brief - February 20, 2018

• Small Business Confidence High - According to the latest CNBC/Survey Monkey Small Business Survey, Q1 2018 small-business confidence is rising as optimism rises among small-business owners about the newly enacted tax-reform package.

• Siemens IPO - German conglomerate Siemens (SIEGY) said that it plans to sell shares but retain a majority stake in its health care division, Siemens Healthineers, in the first half of 2018.

• S&P, Dow Slip - The S&P and the Dow fell early today after six days of gains, because of disappointing quarterly results from Walmart and a rise in bond yields.

Financial and Economic Brief - February 13, 2018

• Economy “Still Strong” - According to New York Fed President William Dudley, the economy is “likely to continue to grow above its normal pace”.

• Oil Prices Falling - Oil prices fell 10% this week, dropping below $60 a barrel for the first time in 2018.

• Stock Market Up - Wall Street’s main indexes rose for a second day today, fueled by gains in technology and financial stocks.

Financial and Economic Brief - February 7, 2018

• December Trade Deficit Increased - The U.S. trade deficit increased 5.3% to $53.1 billion, the highest level since October 2008.

• Machines Making Trading Decisions - Wall Street's recent 1,175 drop wasn’t driven by nervous portfolio managers or any other human traders.

• UK Single Market Access in Question - The European Union (EU) wants the power to restrict UK access to the single market during a transition period after Britain leaves the bloc, if it violates agreed upon rules.