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Home > Financial Services > Stock Brokers > Koehler Financial, Llc
Koehler Financial, Llc
Koehler Financial, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Incorporated in 1985 as a full service financial planning firm, Koehler Financial Services, Inc., is a registered investment advisory firm, offering financial planning, money management, and investment management and consulting services to individuals, retirement plans, corporations, foundations and endowments.
Planning for your financial needs requires intelligent reasoning, not wishful thinking. In order to develop an investment strategy that fulfills your lifelong dreams, you need to take many realities into account. Strategies offer money management expertise through the guidance of Randy P. Koehler, CFP. President of Koehler Financial Services Inc., a registered investment advisory firm.
They provide professional tax preparation for individuals and businesses. By combining Certified Financial Planners and tax professionals, they can invest and advise you about the advantages of your investments. They use state-of-the-art computer systems to compute your tax return and to directly file with the IRS; the most precise and expedient method available.
Koehler Financial Services, Inc. created and continues to sponsor the Koehler Financial Services, Inc. General Scholarship Funds; awarding two scholarships each spring to deserving area students. Koehler Financial Services, Inc. also supports many area school and community activities.
Koehler Financial Services, Inc. is an innovator in using new ideas and technologies. They are oriented toward the future. The pace of change in their world accelerates daily, and they are committed to recognizing the benefits these changes can produce for their clients. According to them a secure future begins with sound planning today.
Koehler Financial Services offers many loans designed to meet different borrowers’ needs. It is their goal to provide you with professional handling of your mortgage loan from application to closing. They offer their expertise in selecting a loan that is best suited to your financial needs. They continuously keep you updated on your loan status and are committed to providing you with low rates and the highest level of service. At Koehler Financial Services, they provide financing through one of the nation’s largest home mortgage providers.
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