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©2007 - The Financial Group, LLC
About The Financial Group, LLC

The Financial Group (TFG) is a team of professionals who have over 125 years of combined experience and have placed over $25 Billion in proprietary insurance and bond offerings during their careers. The Financial Group’s founding members are located in Cleveland, Ohio where it maintains its national corporate offices and has satellite offices located in Charlotte, Santa Fe, Los Angeles, and Tampa.

TFG has relationships with over 100 insurance carriers and represent significant leverage in the marketplace with these carrier relationships.

Insurance Consultation - Offers insightful knowledge and guidance regarding corporate and individual insurance solutions through a myriad of wealth transfer concepts. These concepts are applicable to high net-worth individuals and their families, their business interest, key management, and for charitable planning.
TFG Principals
  • Principals have over 125 years of combined experience
  • Have placed over $25 Billion in proprietary insurance
  • Focus on High Net Worth, Non-Profit, and Public Sectors
  • Office in Cleveland
  • Associate Offices in Detroit, Charlotte, Santa Fe, and Tampa