Past events

A very Special Happy Hour

  • Kasch, Levitch, McAleer & Associates

For a Very Special Happy Hour in Honor of

Roger Kasch, Pat McAleer & Leonard Levitch

For being

Named to Forbes Best In State Wealth Advisors, 2021

There is no cost or obligation for this event. This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: Ameriprise Financial Services LLC., Member FINRA and SIPC. © 2021 Ameriprise Financial Inc., All rights reserved. 3670229ACMR0721