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Pepper Pike Office

30195 Chagrin Blvd. Suite 102-W, Pepper Pike, OH, 44124

We are a dedicated team of professionals with a broad range of experience dedicated to providing support, knowledge, and informed direction to each and every client we serve.



Harvey Kotler, CLU® Photo
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Harvey Kotler, CLU®

Life Insurance Specialist

Harvey Kotler, CLU®

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:

  • Chartered Life Underwriter®, The American College of Financial Services
  • Graduate of Roosevelt University, Chicago, IL
  • Chairman of the Field Advisory Board, Protective Life
  • Member of the Million Dollar Round Table, Protective Life

 (216) 245-6830

 harvey@harveykotler.com

 

"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 Burk Photo
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Sharon Burk

Assistant to Harvey Kotler

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.

 (216) 245-6830

 sharon@harveykotler.com

Check the background of this firm/advisor on FINRA’s BrokerCheck.