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Koler Financial Group

EST. AUM
$100,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Cleveland
CRD Number
Website kolerfinancialgroup.com
Client types

Overview

Koler Financial Group, founded in 1972 in Parma, Ohio, is a family‑owned financial planning and advisory firm serving over 3,500 Northeast Ohio clients. They offer comprehensive services in retirement planning, investments, insurance, estate planning, tax preparation, and college funding. Koler Financial Group is affiliated with Osaic Wealth, Inc., operating under fiduciary principles and placing emphasis on integrity, personalized care, and long-term financial well‑being.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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