David W. Koler

David W. Koler

BACKGROUND AND EXPERIENCE:

Dave works with customers in all financial areas including:

  • Retirement Planning
  • Investments - Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
  • College Funding
  • Insurance - Life, Health, Disability, Long-Term Care
  • Income Tax Planning and Preparation

 

BACKGROUND:

  • Registered Representative with SagePoint Financial, Inc.
  • B.S. Degree, Computer Science, University of Akron (Summa Cum Laude)

 

 

COMMUNITY SERVICE:

  • Broadview Heights Coach (15+ Years) - Baseball, Basketball, Football, Soccer, Softball
  • Brunswick Heights Youth Coach - Baseball, Softball
Phone 440-884-7042
Fax 440-845-0065