Heather Schlickman

Financial Client Services Representative at Lineweaver Financial Group, Inc. - Valley View, OH, US

Heather Schlickman's Contact Details
HQ
216-520-1711
Location
Broadview Heights, Ohio, United States
Company
Lineweaver Financial Group, Inc.
Heather Schlickman's Company Details
Lineweaver Financial Group, Inc. logo, Lineweaver Financial Group, Inc. contact details

Lineweaver Financial Group, Inc.

Valley View, OH, US • 20 - 49 Employees
Financial Services

Founded in 1993, Lineweaver Financial Group (LFG) is one of Northeastern Ohio's most respected financial advisory firms. Our independent professionals start by using our unique Life-Stage-Mapping-Process™ to create a fully-coordinated financial plan based on your particular needs, and those of your family. Then, to ensure you receive all the benefits of professional coordination, and to save you time and money, your plan is conveniently implemented and continuously monitored at our one-of-a-kind WealthWatch™ Center in Valley View. At Lineweaver Financial, we really mean, "one call does it all."​ LFG has years of experience servicing the financial planning needs for a wide range of clients at differing stages in life, such as those approaching retirement, small business owners, and corporate executives. Each client's individual goals are part of a fully coordinated financial plan, developed by our "in-house" financial, insurance, legal and accounting specialists. Given our extensive capabilities, LFG is also the financial planning firm of choice for several credit unions in the greater Cleveland area. LFG also has a unique division which focuses on serving the sometimes complex retirement needs of the State of Ohio's public service employees. LFG currently works with several Ohio municipalities, police and fire departments, and has even been endorsed by the OBPA as a trusted resource for Police & Fire professionals. LFG also offers Ohio's only actively managed deferred compensation plan, a unique advantage enjoyed by our clients. In addition to providing sound and responsible financial advice, LFG also feels it has a responsibility to make our community a better place. Over the years, LFG has sponsored charitable events, answered phones, and even washed cars to raise money for charities. We're also a continuing sponsor for the Rainbow Babies and Children's Hospital Radiothon Change Maker Program, and run our annual food drive for the less fortunate.

Financial Services Financial Advisory Services
Details about Lineweaver Financial Group, Inc.
Frequently Asked Questions about Heather Schlickman
Heather Schlickman currently works for Lineweaver Financial Group, Inc..
Heather Schlickman's role at Lineweaver Financial Group, Inc. is Financial Client Services Representative.
Heather Schlickman's email address is ***@lineweaver.net. To view Heather Schlickman's full email address, please signup to ConnectPlex.
Heather Schlickman works in the Financial Services industry.
Heather Schlickman's colleagues at Lineweaver Financial Group, Inc. are Aaron Lineweaver, Joshua Wenhold, Geoff Powers, Meagan Elliott, Dylan Casler, Loryn Zaffle, Sarah Kucyk and others.
Heather Schlickman's phone number is 216-520-1711
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