Ownership Advisors

Dream big. Invest smart.

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

Alpha Asset Management is a financial services firm based in Akron, OH, specializing in investment management and financial planning for individuals and businesses. With a focus on providing personalized solutions tailored to each client's unique financial goals, Alpha Asset Management aims to help clients navigate the complexities of the financial markets with confidence and clarity. Generated from their business information