Grant Visocky
Financial Advisor | Income Strategies • Retirement Planning • Wealth Protection
- Role
- Vice President, Financial Advisor at Maxim Financial Group Llc
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Grant Visocky
I’m a Financial Advisor who helps people create simple, practical plans for income, retirement, and wealth protection. My goal is to take the guesswork out of money so you can feel confident about your future. Most of my clients want to spend less time buried in finances and more time living the life they’ve worked hard for.Together, we focus on:• Retirement & income planning• Wealth accumulation & protection• Employee benefits & retirement plan guidance • Insurance & risk management• Debt & investment educationI grew up on the west side of Cleveland and continue to serve clients locally, as well as virtually across the country. Living just minutes from downtown, I enjoy everything the city has to offer, especially Cleveland sports and the local dining scene. At Maxim Financial Group LLC, we are a 2nd generation firm dedicated not only to financial goals, but also to life objectives and experiences. I look forward to building lifelong relationships and helping clients live the retirement they envision.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Experience
Vice President, Financial Advisor
Feb 2024 — Present · Westlake, OH, US
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • 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.
Education
Bowling Green State University
Bachelor of Science in Business Administration (BSBA), Finance
2013 — 2017
Skills
- Leadership
- Customer Service
- Public Speaking
- Microsoft Word
- Team Leadership
- Social Media
- Teamwork
- Microsoft Office
- Time Management
- Powerpoint
- Microsoft Excel
- Social Networking
- Managerial Finance
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