Legacy Financial Associates

Koler Financial Group, based in Cleveland, OH, has been assisting individuals and families in achieving their financial goals since 1972. With a commitment to trust, integrity, and family values, they offer a wide range of high-quality financial products and services, utilizing cutting-edge technology and information to ensure the utmost care and honesty in their implementation. Their success is measured by the financial rewards their customers achieve and their eagerness to work with Koler Financial Group, making them a lifelong partner in securing financial success. With over 3,500 satisfied customers, Koler Financial Group is dedicated to enriching their customers' financial status in a calm and secure manner. As a separate entity from Osaic Wealth, Inc., they provide retirement planning, insurance, estate planning, investment management, and tax planning services. Their mission is to establish a lifelong partnership with their customers, helping them reach their financial goals and referring their friends to experience the same level of expertise and dedication.Generated from the website

Planned Financial Services specializes as a financial planning consultant. Based in Cleveland, Ohio, it provides wealth management and corporate services. The company's wealth management services include estate planning, retirement, tax consulting and life insurance. Its corporate services offer executive benefits, succession and risk management. Employee health and welfare benefits include customized employee benefit websites and medical programs, medical savings and reimbursement plans. Planned Financial Services is a member of the Financial Industry Regulatory Authority and Securities Investor Protection Corporation.

Financial Wealth Builders, led by Chuck Stephan, has been a trusted presence in Strongsville, OH since the '80s. Established in 1995, this company offers a comprehensive range of financial services including estate planning, business succession, retirement planning, and investment accounts. Situated in Suite D4 within Albion Place, a charming brick office complex with ample parking, Financial Wealth Builders caters to the Strongsville community and surrounding areas. Clients can benefit from fee-based accounts, fee-only advisory services, and various investment options such as stocks, bonds, and mutual funds. Generated from their available business information