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Cleveland Financial was established in 2002. Offering over 30 years of experience in the financial planning industry, we have the expertise to help people towards achieving their financial goals.  Our affiliation with Lincoln Financial Advisors Corp. allows us access to a wide array of financial products and services that may be tailored to help meet specific client needs.  We specialize in retirement planning, investments, insurance and social security strategies.

Our objective is to keep people focused towards achieving long term financial goals.

We conduct ourselves with integrity and hold ourselves to the highest ethical standards. Our approach is rooted in compassion and dedication to the success of every client.

“Invested in the Community, Invested in Your Future”

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