Koler Financial Group
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Currently serving more than 3,500 customers, the Koler Financial Group has been helping individuals and families establish and reach their goals since 1972. We are dedicated to providing high-quality financial products and services using cutting-edge technology and information. These services are implemented with the utmost care, integrity and honesty.

We aim to be effective in enriching our customers' financial status over their lifetime in a calm, secure manner. Our success is measured by the rewards our customers achieve financially, along with their eagerness to work with us and refer their friends.
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At the time, they had four boys under the age of eight. Alex was working a full-time job at at a Cleveland steel mill as head mathematician, while Donna was raising their boys. The primary focus of the business in the early years was a new concept: buy term life insurance and invest the difference.
Retirement planning is an ongoing process that continues far beyond your working years. From deciding how much money needs to be saved, to deciding if and when to retire, there are many questions that need to be answered before, during and after retirement. The purpose of insurance is to provide financial protection for you and your dependents.
It's officially time to say hello to Summer. If you're planning to travel soon, then understanding the current travel market will prove helpful. Here is a quick breakdown of the travel industry's condition. If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations.
Reviews (3)
Mick Carp
Mick Carp
Oct 19, 2021
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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
Maria Bazzoli
Oct 17, 2017
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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
Ralph Haubert
Oct 27, 2014
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Donna and her Staff were very professional and knowledgeable, If your thinking about investing in your future please call them!