Koler Financial Group is a Financial Planner in Parma, OH. They provide high-quality financial products and services such as retirement planning, insurance, estate planning, investment management, and tax planning to individuals and families across Northeast Ohio. With over 50 years of experience since their founding in 1972, they have built a reputation for trust, integrity, and family values. Koler Financial Group currently serves more than 3,500 customers with both virtual and in-person services and holds a rating of 4.9 based on 7 reviews.
Koler Financial Group was founded by Alex and Donna Koler in the spare bedroom of their home in Parma, Ohio, initially focusing on buy term life insurance and investing the difference as a new concept at the time. Over the years, they expanded to become a full-service financial planning firm offering comprehensive services including tax management. The business has grown from part-time operations to its current office location on Pearl Road since 1992. Today, Jerry Koler serves as the President and Financial Advisor, while Dave Stollings continues as a Financial Professional.
Koler Financial Group is known for their dedication to enriching customers' financial status over their lifetime with care, integrity, and honesty. They have established themselves as trusted advisors in Northeast Ohio, providing personalized services that are tailored to each client's unique needs and goals.
Koler Financial Group remains committed to helping individuals and families achieve their long-term financial objectives through a lifelong partnership designed to secure success. Their deep-rooted history and expertise make them an invaluable resource for financial planning in Parma, OH.