Koler Financial Group

Koler Financial Group is a Financial Planner in Parma, OH, located at 6400 Pearl Rd. The firm serves individuals and families in Northeast Ohio, offering retirement planning, insurance, estate planning, investment management, and tax planning. Since 1972, the practice has helped more than 3,500 customers establish and reach their financial goals. It holds a rating of 4.90 based on 7 reviews.

The firm was founded in April 1972 by Alex and Donna Koler in the spare bedroom of their home in Parma, Ohio. Alex worked as a head mathematician at a Cleveland steel mill while Donna raised their four young boys. The business began as a part-time effort to earn extra money for their sons’ college education, focusing on a concept of buying term life insurance and investing the difference. After Alex left the steel mill in 1982 to work in financial planning full-time, the firm expanded into a full-service practice. It relocated to its current office on Pearl Road in 1992.

Donna Koler remains active in the office five days a week, assisting clients with tax and financial strategies. Jerry Koler, who joined the family business in 1992, serves as the current President and a Financial Advisor. Dave Stollings has been with the firm since 1982 and continues as a Financial Professional. The staff includes experienced income tax preparers with more than 60 years of combined experience, and the firm participates in the IRS e-file program. The practice emphasizes a lifelong partnership designed to secure customer success through careful, honest service.

The firm maintains a positive rating from the customers who have reviewed it, reflecting the trust and integrity it has built since its founding. Serving the area for over five decades, it is known for its family-oriented approach and comprehensive financial strategies.

Koler Financial Group combines decades of local experience with personalized financial planning to help Parma residents secure their futures.

The firm is situated on Pearl Road, just a short distance from Colombo Park and the intersection with Stumph Road.

BizScoreAI awarded the website a perfect 100 out of 100 for its Schema and Structure score, ensuring that AI assistants and search engines clearly understand the services offered. The site also achieved a solid 73 out of 100 for Performance, which helps keep visitors engaged by loading quickly. Additionally, the business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Parma.