30195 Chagrin Blvd. Suite 102-W, Pepper Pike, OH, 44124
Harvey brings over 45 years of experience to the HB Wealth Advisors team. As a financial advisor, Harvey specializes in life insurance, disability insurance, long term care insurance and investment products. In addition to his wealth of experience and years of building relationships with his many clients, Harvey also generously gives back to the community he loves. He is currently Board Chair of the Jewish Family Services Association, a Trustee for the Center of Cognitive Recovery, and a Board Trustee for InMotion.
His financial services qualifications include:
Phone: (216) 245-6830
"Using my years of experience and expert knowledge of a variety of insurance solutions, such as life, disability and/or long term care insurance, I truly enjoy serving the diverse need of both individuals and business owners. I think of it as a holistic approach to insurance planning."
Please be advised that, presently, Harvey Kotler holds a Series 7 and 63 licenses in OH, AL, AR, AZ, CA, CO, DC, FL, ID, IL, MI, MO, NM, MY, OR, PA, SC, TX and WA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Harvey Kotler before proceeding further.
Sharon is a wealth of knowledge with her 25 years of experience in the financial services industry. Her professionalism, attention to detail and responsive attitude ensures a smooth process for each and every client we serve. Sharon holds a FINRA Series 6 license.