Roland Kljunich, CEO
Roland Financial Wealth Management
814-833-2999
http://www.rolandfinancial.com
rolandk@rolandfinancial.com
Roland comes to work each day for one reason: to help his clients find financial confidence.
Using a diverse menu of investment strategies and insurance products, Roland guides individuals and families toward their ideal retirement. He believes building investor-advisor relationships is essential for planning the right path for each client. For Roland, it’s not about one product or one transaction; it is about the client’s future.
Roland is an Investment Adviser Representative and has passed the Series 65 securities examination. He holds accident and health, life and annuity licenses in Pennsylvania, Ohio and Florida.
Roland is regularly featured on Erie's WJET-TV "Your Money" segments and is the author of the book Magnetic Retirement.
Having achieved the rank of Eagle Scout, Roland applies the work ethic and values learned to help investors transform their future.
Roland lives in Erie with his wife, Leah, and their children. Leisure time is spent with his family, singing and writing music, and gourmet cooking.
Advisory services are offered through Roland Financial Wealth Management, LLC, an Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Roland Financial, LLC, an affiliated company. Roland Financial Wealth Management, LLC and Roland Financial, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.
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Content prepared by Snappy Kraken.
We are an independent firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.
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