Klatz Rounick & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Klatz Rounick & Associates
Team photo for Klatz Rounick & Associates

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Advisors

Advisor photo for Gerald Klatz

Gerald Klatz

Financial Advisor

Managing Director
Visit Gerald Klatz's website


Team

Kathy Gross

Kathy Gross

Operations Leader

Qualifications

  • Series 7, Series 63, and PA Insurance License

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Andree Hastoy Bluske

Andree Hastoy Bluske

Client Service Associate