Jeremy DiTullio is the founding partner and a financial planner of Cleveland Financial Group, a team of financial planners who have valuable experience in wealth management, wealth transfer strategies and executive-focused planning. He is securities registered in 29 states throughout the US. Jeremy's practice centers on the financial planning and benefits needs of business owners, executives, and retirees. With a unique mix of planning acumen, leadership, management and consulting skills, Jeremy helps clients on demanding career tracks with financial strategies to navigate into and through retirement. He utilizes a unique financial planning process that has been developed over the past 20+ years. The financial planning process involves a comprehensive understanding of a client's circumstances, analysis of their current situation, creative design ideas, sound recommendations and ongoing oversight. Jeremy strongly believes in educating and collaborating with clients. His ideal client is seeking a long-term partnership with a trusted advisor.
Jeremy affiliated with Lincoln Financial Advisors in 2011, established the Westlake, OH office in 2015 and founded Cleveland Financial Group in 2017. Previously he was the Managing Principal for the Cleveland Regional Planning Office of Lincoln Financial Advisors | Sagemark Consulting responsible for broker-dealer initiatives throughout northern Ohio. Jeremy and his wife, Amy, have three children and reside in Avon Lake, Ohio. In addition to spending time with his family, Jeremy enjoys traveling, coaching basketball and fitness. Registrations: Series 7, 9, 10, 24, 51, 66, IAR
Cleveland Financial Group is dedicated to comprehensive financial planning for executives, business owners and retirees. We appreciate that successful professionals are committed and diligent in their work and they expect the same from their trusted advisor.
|Name of Broker/Dealer:||LINCOLN FINANCIAL ADVISORS CORPORATION|
|States Licensed in:||OH, AZ, CA, CO, CT, DC, FL, GA, IL, IN, IA, KY, ME, MD, MA, MI, MT, NV, NJ, NY, NC, PA, SC, TX, UT, VA, WA, WV, WI|
|Number of Years with Current Firm:||12|
|Advisor's Number of Managed Clients:||59|
|Assets Managed by Advisor:||$205,000,000|
|Cleveland Financial Group is a marketing name for registered representatives of Lincoln Financial Advisors Corp. Jeremy DiTullio is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. We encourage you to seek the advice of an attorney or accountant prior to making tax-related investment and/or insurance decisions. CRN-5700241-052323 WiserAdvisor provides client referrals to financial professionals of Lincoln Financial Advisors Corporation ("LFA"). WiserAdvisor is not a current client of LFA for brokerage or investment advisory services. LFA's financial professionals pay cash compensation to WiserAdvisor for client referrals, which gives WiserAdvisor a financial incentive to make client referrals to LFA's financial professionals, resulting in a conflict of interest.< For information regarding LFA's investment advisory services, please review LFA's Form CRS and Forms ADV, Part 2A, which are available at:|
Additional Detailed Disclosures
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
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