Advisor photo for John Gerard

John Gerard

CFP®, BFA, APMA

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Anytime online access

    Access your accounts, track your progress, and connect with me using digital tools from Ameriprise.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Navigate the future with confidence

Markets may fluctuate, but personalized financial advice can help you stay focused on the long term. I take the time to understand you and your goals and provide advice to help you stay on track to reach them. If you’re ready to learn more, I’m ready to help. Let’s meet for an initial complimentary consultation.

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Honored to be recognized in Forbes

I’m excited to share that Kasch, Levitch, McAleer & Associates has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.