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.
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our goal is simple: to provide innovative and practical financial programs for our valued clients by using our 5 step process:
I currently hold my FINRA series 7, 66, 24, variable, life and health insurance licenses. I am an Investment Advisor Representative (IAR) and am currently working on obtaining further education to better serve our clients. I...
Retirement Benefits Specialist
Craig Voorhees is a financial professional who provides financial planning, wealth preservation and management, and estate strategies through a broad range of financial products and services. As a registered representative with...
Retirement Benefits Specialist, Tax Sheltered Plans
As a financial professional with Equitable Advisors, Frank Vitale utilizes a process of education and consultation to help clients work toward addressing their financial goals through customized strategies for each of his clients....
CERTIFIED FINANCIAL PLANNER™ professional
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial...