Kohler Financial Services Inc.

May 2024

This is my 3rd year, but 2nd year since I've been married. I trust Kohler Financial Services Inc. I recommend them. They are very professional, patient as well as helpful. The place is beautiful too.

Dec 2023

Two years ago my wife and I were referred to Kohler Financial Services Inc. here in Port Orange. Wow, when I reached out my initial conversation was with Sherman a man who is clearly a gifted communicator. He listened and answered all my questions with such excellence that deciding to work with Kohler Financial Services became a no-brainer. When It was time to visit their amazing office, I had a chance to meet the entire staff, and again, nothing but kindness and professionalism. Amy would be the one to help me with my small business needs and was just awesome. Easy to talk with, able to lead making the process effortless and in my case making complex situations easy....read full review

Nov 2021

The professionals working at Kohler Financial Services are just that....professionals. Yet they are friendly, welcoming and ready to answer even the most insignificant question, in terminology that I could understand. What I love most about their office is their positive attitude and they always have chocolate - hahaha!Amy has done my taxes for many years and she has always worked hard on my returns to help me get the best possible return. Amy is an amazing, intelligent woman and through the years she has become a friend and as much a part of the family, as our accountant.Sherman has joined the firm more recently, but you would never know it. It seems as if he has work...read full review