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Lauren Carge
Director Of Client Development at Maxim Financial
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Work Experience
Director Of Client Development
May 2019 - Present · 5 years and 8 months
Director Of Marketing
Jul 2017 - May 2019 · 1 years and 10 months
Public Relations Intern
Aug 2016 - Dec 2016 · 4 months
Company Details
11-50 Employees
Family Owned. Client Focused. Maxim Financial Group was founded in 2001 as a personalized independent wealth management firm that utilizes a unique mix of investment management paired with actuarial science. The combined strategies help reduce overall risk while seeking optimal results for our clients. With over a century of experience, our Advisors are focused on creating long-term relationships to help guide clients through all of life's transitions. Whether you are looking for investment opportunities, financial advisory or managing risk with life insurance, MFG is here to find the right solutions for you. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services
HQ Location
27865 Clemens Road Suite 2 Westlake, Ohio 44145, US
Keywords
wealth managementfinancial planningisability insurancelife insurancesmall business planninginvestmentsrisk managementretirement planningunitiesIRA/Roth IRA
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