KULIK, ROSENBAUM & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Understand market movement

    Ups and downs in the market are normal over time. Learn how to stay focused on your goals.
    Gain insights

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

We care about what’s important to you

Your financial goals are unique, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, 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 and secure about your financial future.

With the right financial advice, life can be brilliant.

Our Mission

Our mission is to help clients identify and plan to accomplish their unique financial goals. We pride ourselves on providing integrity and premier service to our clients.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

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.

view commentary  

Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)