Khan Lyon Rosin & Associates

Khan Lyon Rosin & Associates

A financial advisory practice of Ameriprise Financial Services, LLC
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

  • Our team mission is to provide customized financial planning strategies and advice.
  • Our clients are retirees, wealth inheritors, affluent business owners, and highly compensated established professionals.
  • We provide personalized financial and investment advice and our dedicated staff supports our boutique practice with outstanding client service.
  • We help our clients work toward stated goals and objectives by focusing on deepening relationships and sharing what we have learned through 55 years combined experience in the securities industry.

How we’ll work together during the COVID-19 pandemic

Our team remains available and committed to serving you. As we continue to prioritize safety, we will conduct our client meetings via phone or online, rather than meeting in person.

Our videos

7 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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)