Marlin Financial Services

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

Brookside Tax & Financial Group is a reputable financial management and planning company located in Middleburg Heights, OH. With a team of notable wealth managers, they are committed to providing ethical and honest services to help clients achieve their financial goals. From investment management to tax planning and retirement planning, their comprehensive services are designed to preserve wealth, maximize income, and ensure a comfortable lifestyle for clients during retirement. Brookside Tax & Financial Group also takes pride in their community involvement through the Brookside Gives Back Fund, which helps support and assist their neighbors in need. With a focus on building relationships based on honesty, integrity, and service, they strive to preserve legacies and provide financial security for their clients and their loved ones.Generated from the website