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Kasch, Levitch, Mc Aleer & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 79 reviews

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

Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

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Events

IT’S OUR 16TH ANNUAL Shred-n-Go!

Overwhelmed by piles of old documents? Worried about identity theft?
Ready to get rid of those tax documents? Now is your chance
to shred all of your personal documents.

“DESTINATION HOME”

Jenn Dowda specializes in senior living options. Whether seniors desire to safely live at home and “age in place” or navigate the options for senior living communities, the Dowda team walks with families wherever their journey takes them–supporting, advocating and navigating next steps for care together.

“DESTINATION HOME”

Jenn Dowda specializes in senior living options. Whether seniors desire to safely live at home and “age in place” or navigate the options for senior living communities, the Dowda team walks with families wherever their journey takes them–supporting, advocating and navigating next steps for care together.

View all events

Honored to be recognized in Forbes

All of us at Kasch, Levitch, McAleer & Associates are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.