Trust. Integrity. Family.
Welcome to Koler Financial Group, where trust, integrity, and family values come together to provide high-quality financial products and services. With over 50 years of experience, our team of dedicated professionals has been helping individuals and families establish and reach their financial goals.
Our History
Founded in 1972 by Alex and Donna Koler, our family firm has grown from a humble beginning in a spare bedroom to a full-service financial planning firm serving more than 3,500 clients today. Our story is one of dedication, hard work, and a commitment to excellence. From our early days of providing insurance and investment services to our current comprehensive financial planning approach, we have always put our clients' needs first.
Our Services
At Koler Financial Group, we offer a wide range of services designed to help you achieve your financial goals. Our experienced team provides personalized advice and guidance in areas such as:
- Retirement Planning: We help you create a retirement strategy that ensures a comfortable and secure financial future.
- Insurance: We offer a variety of insurance products to protect you and your loved ones from unforeseen events.
- Estate Planning: Our experts help you create a comprehensive estate plan that ensures your legacy.
- Investment Management: We provide tailored investment solutions to help you grow your wealth.
- Tax Planning: Our team of tax professionals helps you minimize your tax liability and maximize your financial returns.
Our Mission
Our mission is to establish lifelong partnerships with our clients, providing high-quality financial services that help them achieve their goals and secure their financial futures. We measure our success by the rewards our clients achieve financially, as well as their eagerness to work with us and refer their friends.
What Sets Us Apart
At Koler Financial Group, we pride ourselves on our core values of trust, integrity, and family. We believe that our commitment to these values has been the key to our success and has earned us the trust of our clients. Our team of experienced professionals is dedicated to providing personalized service, tailored to each client's unique needs and goals.
Positive Feedback
The majority of the reviews are extremely positive, with many praising the professionalism and expertise of the staff at Kohler Financial. Reviewers have been consistentlyatisfied with the service they received, citing the staff's professionalism, knowledge, and willingness to explain complex information in a clear and concise manner.
Example Reviews
Author Michael Karla gives a 5-star review, stating that Kohler Financial has provided excellent service to his family for over 15 years. Mick Carp, also giving a 4-star review, praises the family's professionalism and honesty, although notes that contact can sometimes be difficult. Maria Bazzoli and Ralph Haubert both give 5-star reviews, citing the staff's professionalism, knowledge, and friendly demeanor.
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