Kasch, Levitch, Mc Aleer & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 90 reviews

  • 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.
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  • 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

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Four larger investment themes to watch
Four larger investment themes to watch

Hear about four themes that may have implications for investors. Experts from Ameriprise Financial and Columbia Threadneedle Investments share strategic insights on federal debt, inflation, global economic recoveries and a second wave of COVID-19. (16:58)

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Pivoting your portfolio for the next stages in markets
Pivoting your portfolio for the next stages in markets

This week, Ameriprise experts provide insights to help investors who want to add or rebalance investments, dial down risk and consider sectors that could lead a recovery as they respond to questions submitted during the recent call with clients. (16:16)

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3 actions to navigate the changing market
3 actions to navigate the changing market

Strong market downdrafts driven by coronavirus fears can feel unsettling. Anthony Saglimbene, Ameriprise Global Market Strategist, sums up what to watch for and three actions to take with your advisor to help keep your portfolio on track. (2:02)

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Plan for passions
Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

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Your retirement puzzle
Your retirement puzzle

Bring your retirement dreams to life, grow your money, and live the retirement you envision. (15:44)

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Our commitment to you
Our commitment to you

In the Our commitment to you video, we highlight how RiverSource helps clients live confidently every day and well into the future. (1:32)

The Ameriprise difference

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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

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)