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 collectively to serve your goals and help you meet your financial future with more confidence.


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Klatz Rounick & Associates: An Ameriprise advisory practice serving the Conshohocken, PA area.
Klatz Rounick & Associates: An Ameriprise advisory practice serving the Conshohocken, PA area.

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Advisors

Gerald Klatz, Financial Advisor serving the Conshohocken, PA area - Ameriprise Advisors

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