The Retirement Specialist

 

 

Welcome to the Koler Financial Group Website !

Currently serving more than 3000 customers, associates of Koler Financial Group have been helping individuals and families establish and reach their financial goals since 1972.  Several members of Koler Financial Group are actively involved in their local communities, ranging from participation with the various Chambers of Commerce, to serving on the boards of several local organizations.

Associates of Koler Financial Group are Alex I. Koler, Donna M. Koler, Gerald M. Koler, Michael A. Koler, Thomas A. Lupo and David M. Stollings.  This communication is strictly intended for individuals residing in the states of Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana,  Kansas, Kentucky, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington and West Virginia.  No offers may be made or accepted from any resident outside the specific state(s) named.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.