Kasch, Levitch, Mc Aleer & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Serving you in these unprecedented times

We are committed to keeping our clients informed and providing you with the latest perspectives on the current market and economic conditions and providing personalized advice to help with your individual needs. We are available to answer any questions you may have during these difficult times.

  • Meet with us – we meet with clients by phone or online and would be happy to do so with you.
  • Access your accounts – you can securely access your accounts anytime at ameriprise.com or the Ameriprise app.
  • Listen to the latest audiocast below in the video gallery or visit the Insights tab for perspectives related to market conditions

Our thoughts are with our clients and our community. Please take care of yourselves and those around you.

Honored to receive recognition

All of us at Kasch, Levitch, McAleer & Associates are thrilled to announce that Roger Kasch, Leonard Levitch and Pat McAleer have all been named to the Forbes Best-in-State Wealth Advisors list, 2020. This ranking recognizes advisors who provide clients with a high-quality experience and lead the way in the industry. Congratulations, Roger, Leonard and Pat! We’re proud to work alongside you to help our clients achieve their financial goals.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Our videos

6 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)