Koler Financial Group
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
6400 Pearl Rd, Cleveland, Ohio, 44130, U...Phone Number
(440) 884-7042Website
www.kolerfinancialgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1
About Koler Financial Group
Koler Financial Group, established in 1972, serves over 3,500 clients in Northeast Ohio by providing high-quality financial products and services. Their offerings include retirement planning, insurance, estate planning, investment management, and tax planning, all delivered with a commitment to trust, integrity, and family values. The firm utilizes cutting-edge technology to enhance clients' financial well-being and aims to build lifelong partnerships that secure their success. Koler Financial Group measures its success by the financial rewards achieved by its clients and their willingness to refer others.Explore more
Koler Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$7M
1-10
Private
-
1979
CA
Caitlin AckermanDirector of Client Services To A Dougherty, Cfp Assistant (Charlotte)
Company Profile Activity
Activity Insights
Koler Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Koler Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Koler Financial Group.
Koler Financial Group Tech Stack
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Frequently Asked Questions Regarding Koler Financial Group
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Koler Financial Group, established in 1972, serves over 3,500 clients in Northeast Ohio by providing high-quality financial products and services. Their offerings include retirement planning, insurance, estate planning, investment management, and tax planning, all delivered with a commitment to trust, integrity, and family values. The firm utilizes... Read More
