Koler Financial Group

Business Details

50+ Years

experience

Your Trusted Partner for Financial Planning Solutions

Koler Financial Group has been dedicated to empowering individuals and families with comprehensive financial solutions since 1972. Founded in Parma Heights, Ohio, by Alex and Donna Koler, our firm began as a part-time venture focused on innovative insurance strategies and evolved into a full-service financial planning practice. With over five decades of experience, we specialize in retirement planning, investment management, tax strategies, estate planning, and insurance solutions, serving more than 3,500 clients across Northeast Ohio. Our team of certified professionals, including Certified Financial Planners and registered advisors, combines deep industry expertise with a commitment to integrity and personalized service.

We prioritize cutting-edge technology and data-driven insights to deliver tailored financial strategies that adapt to clients' evolving needs. As a family-owned business, we maintain a strong connection to our community, actively participating in local organizations and educational initiatives. Our success is measured by our clients' financial achievements and their trust in referring us to others, reflecting our enduring mission to positively impact financial well-being.

Services

Retirement Planning Insurance Estate Planning Investment Management Tax Planning

Details

Year established: 1972

Highlights and features

We offer 50+ years of experience in personalized financial planning and investment management.
Our team includes Certified Financial Planners and IRS-recognized tax professionals.
We prioritize transparent, client-focused strategies tailored to individual life goals.
We maintain deep community ties and local market expertise in Northeast Ohio.
We provide comprehensive services spanning retirement, tax, estate, and insurance planning.

Website

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Services

Retirement Planning

We help clients design personalized retirement plans, addressing savings goals, income distribution, and longevity risks. Our strategies focus on maximizing financial security while adapting to changing life circumstances and market conditions.

Investment Management

Our investment services include portfolio construction, risk assessment, and ongoing monitoring tailored to individual financial goals. We utilize mutual funds, IRAs, and 401(k) rollovers to build diversified, tax-efficient investment strategies.

Tax Planning

We provide comprehensive tax preparation and planning services, leveraging over 60 years of combined expertise. Our approach focuses on minimizing liabilities through strategic deductions, credits, and year-round tax optimization techniques.

Estate Planning

Our estate planning guidance helps clients preserve assets and direct distributions according to their wishes. We coordinate with legal professionals to address tax implications, probate avoidance, and intergenerational wealth transfer.

Insurance Solutions

We offer life, health, disability, and long-term care insurance solutions to protect clients' financial security. Our approach balances coverage needs with affordability, ensuring comprehensive risk management for individuals and families.

People

Jerry Koler

President, Financial Advisor

Certified Financial Planner with 30+ years of experience, specializing in retirement and investment strategies. Holds MBA from Miami University and actively serves local educational institutions.

Donna Koler

Vice President of Operations

Financial industry veteran with 45+ years of experience in tax planning and investment strategies. Active community member and former chairperson of Padua Franciscan High School board.

Michael Koler

Vice President of Financial Strategies

Certified Financial Planner with expertise in estate conservation and college funding. Serves on financial planning associations and local business chambers.

David Stollings

Vice President of Tax Strategies

Tax professional with 40 years of experience, recognized by IRS since 1984. Focuses on tax planning and investment strategies while engaging in community education programs.

David W. Koler

Vice President, Financial Advisor

Specializes in tax-efficient investment strategies and retirement planning. Combines computer science expertise with financial advisory services to optimize client outcomes.

Questions

What services does Koler Financial Group offer?

We provide retirement planning, investment management, tax strategies, estate planning, and insurance solutions tailored to individual financial goals.

How long has Koler Financial Group been in business?

We've served clients since 1972, celebrating 50 years of continuous service in 2022.

Are your advisors certified professionals?

Yes, our team includes Certified Financial Planners, registered representatives, and IRS-recognized tax professionals.

Do you serve clients outside Northeast Ohio?

We primarily serve Northeast Ohio, with services available to residents in 45+ states through our affiliated broker-dealer.

How do you approach financial planning?

We use personalized strategies combining cutting-edge technology, tax optimization, and ongoing client education to build long-term financial security.

Reviews (3)

Write a Review

Mick Carp

Oct 19, 2021 Report

Good people , Family business,, some financial places have become too big and dont really get good personal feeling , DONNA has been working with us for years i need to get back in to visit them .

Maria Bazzoli

Oct 17, 2017 Report

I am very satisfied with the service I received at Kohler Financial. Amy's professionalism and ability makes her an easy recommendation .
Amy is very knowledgeable about small and big businesses, honest and takes the time explaining in detail how to make the business a success. She's very sweet and friendly. I highly recommend Kohler Financial for all your taxes.
Maria's Alterations

Ralph Haubert

Oct 27, 2014 Report

Donna and her Staff were very professional and knowledgeable, If your thinking about investing in your future please call them!