Klatz Rounick & Associates

Klatz Rounick & Associates Klatz Rounick & Associates, A financial advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2025

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?
06/15/2025

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?

06/12/2025

Both the markets and the economy have been bumpy this year. Ameriprise Chief Economist Russell Price reflects on current conditions and where we may be headed.

“There isn’t a loan for retirement, and so this is in the category of put your own oxygen masks on first.” Ameriprise Fi...
06/12/2025

“There isn’t a loan for retirement, and so this is in the category of put your own oxygen masks on first.” Ameriprise Financial Vice President of Financial Planning and Advice Deana Healy shares tips to help parents balance their financial goals in this interview with Fortune.

72% of parents report experiencing guilt while 35% put pressure on themselves to be the 'perfect' parent.

05/26/2025

Today we commemorate those who have given their lives in service to our country. We honor their bravery now and always.

05/15/2025

Markets have been on a rollercoaster this year. What might be next? Ameriprise Chief Market Strategist Anthony Saglimbene provides perspective on investing during volatility.

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategie...
05/15/2025

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.

05/13/2025

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Sending love and appreciation to all mothers today.
05/11/2025

Sending love and appreciation to all mothers today.

04/28/2025

With uncertainty on investors’ minds, Ameriprise’s panel of experts discuss recent influences on the markets and economy and where things may be headed.

Address

161 Washington Street, Suite 1300
Conshohocken, PA
19428

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Our Story

We are dedicated to helping our clients live confidently — both today and well into the future. We offer a personalized and comprehensive approach to financial advice to address the unique needs of each of our clients, which may include: asset management strategies, retirement planning, investments, estate planning strategies , planning for education costs, life and long-term care insurance, tax diversification strategies, charitable and gift-giving strategies, and more. We’ll work together to identify and prioritize your financial goals, and then build a plan to help you accomplish them. We believe that when you have the right financial advisor, life can be brilliant. Visit our website to learn more about our practice and schedule a consultation. ---- Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information