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Lineweaver Financial Group
9035 Sweet Valley Drive, Valley View, Ohio, United States
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About the Lineweaver Financial Group
Lineweaver Financial Group, located at 9035 Sweet Valley Drive in Valley View, Ohio, is a trusted finance institution that has been serving clients since 1993. Led by Jim Lineweaver, a Certified Financial Planner Professional with over 25 years of experience, the institution prides itself on being the Financial QuarterbackTM for families looking to protect and grow their wealth.
At Lineweaver Financial Group, intelligent investors understand the importance of trust, credibility, and coordination when it comes to managing their finances. The institution offers securities through Triad Advisors, LLC, and advisory services through Lineweaver Wealth Advisors, LLC. They are dedicated to providing personalized financial solutions tailored to each client's unique goals and needs.
Lineweaver Financial Group has been recognized in various prestigious publications and media outlets, including Money magazine, Fortune Magazine, Forbes, and Channel 5. They have also been featured on television programs such as the Golden Opportunities show on WKYC Channel 3 and NewsNet 5's "WealthWATCH" segment.
Whether you are looking to protect your wealth, plan for the future, or grow your investments, Lineweaver Financial Group is here to help. Trust in their experience and expertise to guide you towards financial success.
Photos of Lineweaver Financial Group
9035 Sweet Valley Dr, Valley View, OH 44125, United States
Opening hours of Lineweaver Financial Group
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 12:00
Saturday:
Closed
Sunday:
Closed
Reviews of Lineweaver Financial Group
"My family has been working with the Lineweaver Financial Group for over five years in the handling my mother's financial situation after my father died. They have been professional and helpful in coordinating money management, estate planning, filing taxes, long-term care insurance, and creating a gifting account. In addition to face-to-face consultations, they also have consolidated reporting that we can access at any time. I highly recommend the team to anyone and especially those that are trying to find financial guidance for their aging parents."
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