OUR SERVICES | Overview

One size does not fit all. At Kotler Financial Services, we are committed to helping clients navigate the choppy waters of life’s events by identifying needs and providing customized solutions tailored to available resources. It’s personal.

Independent Model
Because we are impartial and independent, the advice we provide is objective and customized to the needs and concerns of individuals. Being able to choose among the best products in the marketplace allows us to focus and provide an approach tailored to our client’s best interests. We specialize in “money on the move”—retirement plan rollovers, divorce settlements, inheritances, and other lump-sum events.

Divorce Planning
In 1989, Suzan was one of the first professionals in the tristate area to receive a CDFA certification. With almost four decades of experience, Suzan uniquely combines financial planning skills with divorce expertise to provide much needed guidance at a time when clients depend on successful outcomes for their livelihoods. Adding a qualified, empathetic financial professional to your team not only serves to reduce stress, but also promotes confidence in making the right decisions at a pivotal point in life.
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This communication strictly intended for individuals residing in the states of AR,AZ,CA,CO,CT,IN,KS,KY,MA,MI,NC,NV,OH,SC,TX,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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