The team at Koler Financial Group has spent the last 50 years helping clients reach their financial goals

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With more than 3,500 clients, the firm continues with its purpose to have a positive impact on its customers’ financial well-being.

By Patricia Nugent

Standing on the pillars of trust, integrity and family, the Koler Financial Group of Parma Heights is celebrating its 50th anniversary this month.

This third-generation firm—which began in the spare bedroom of founders Alex and Donna Koler’s home—today helps individuals and families throughout Northeast Ohio and the country to reach their financial goals. They guide people through retirement, insurance, estate planning, investments and tax planning. Providing high-quality financial products and services using leading-edge technology allows them to enrich their clients’ financial status over their lifetime.

“We are thankful and humbled to be where we are,” says President Gerald Koler, who is Alex and Donna’s son. “I credit our success and longevity to the good people of our community who have supported us through all these years.”

He manages the business along with brothers Michael and Dave (second generation) and his son Ryan (third generation), all serving to carry on the Koler legacy. In 1982, Dave Stollings joined the family and has been an integral part of the company ever since. Donna remains very involved in the business.

With more than 3,500 clients, the firm continues with its purpose to have a positive impact on its customers’ financial well-being.

Supporting charities in the local community has been part of that purpose over the years. With all three Koler brothers and nine of their children attending Padua Franciscan High School, the decision to support the school in many ways was an easy one. Because of its stewardship, Koler Financial Group is the first company to be inducted into the Padua Franciscan Hall of Fame. The ceremony takes place on Saturday, April 30, 2022.

According to David Stec, president of Padua: “This honor is well deserved for their years of continued generosity, support and dedication to our Padua mission. They are a caring, family-oriented and values-driven company that has had an impact on so many in our community. I congratulate them on their anniversary of 50 years.”

Koler Financial Group is located at 6400 Pearl Road in Parma Heights. Call 440-884-7042 or visit for more information.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), a registered broker-dealer and member SIPC/FINRA. SPF is separately owned and other entities and/or marketing names, products, or services referenced here are independent of SPF.