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The DMG Group, a financial services firm located in Willoughby, Ohio, is dedicated to helping individual and business clients in the Greater Cleveland area achieve clear, meaningful wealth management goals. We have been providing stability and reliability to our clients since 1859, by helping them achieve their goals with confidence. Rooted in the belief that a properly designed financial plan leads to success, DMG’s financial advisors work to take a comprehensive approach to secure your financial future.
We offer extensive financial strategies for individuals and businesses, an extensive offering of providers and assistance with 401Ks for employers.
Develop: Building your financial portfolio or options
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Our financial advisors understand and work with each client’s unique situation to create a customized financial plan, including goals related to:
• Wealth management
• Retirement planning
• Investment planning
• Estate planning
• Business and success planning
• Employee benefits and compensation design solutions
• Adam/Craig -- feel free to adjust, customize, add to this list
Manage: Maximizing your current financial plan
Our diverse group of financial advisors are committed to wealth management excellence by establishing a trustworthy relationship with every client, regardless of where they are in their financial planning journey. The DMG Group understands the different and complex facets of of your financial picture and encourage the integration of relationships among trustees, attorneys, accountants and other professionals to maximize your current financial efforts.
Grow: Expanding your personal investments
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Our diverse and expert team, committed to building strong, honest relationships, offers a full array of financial services and resources to meet your needs and help you achieve your goals. Our specialities include but are not limited to: finance, insurance, investments, and accounting.