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In his new book, Roland identifies the steps you can take to help free yourself from debt and how you can take charge of your financial future to help ensure an independent and confident retirement
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About Roland Kljunich
Roland comes to work each day for one reason: to help his clients find financial confidence.
Using a diverse menu of investment strategies and insurance products, Roland guides individuals and families toward their ideal retirement. He believes building investor-advisor relationships is essential for planning the right path for each client. For Roland, it’s not about one product or one transaction; it is about the client’s future.
Roland is an Investment Adviser Representative and has passed the Series 65 securities examination. He holds accident and health, life and annuity licenses in Pennsylvania, Ohio and Florida.
Having achieved the rank of Eagle Scout, Roland applies the work ethic and values learned to help investors transform their future.
Roland lives in Erie with his wife, Leah, and their children. Leisure time is spent with his family, singing and writing music, and gourmet cooking.
In his new book, Roland identifies the steps you can take to help free yourself from debt and how you can take charge of your financial future to help ensure an independent and confident retirement.
All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Roland Financial Wealth Management, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Roland Financial Wealth Management, LLC, a Registered Investment Advisor in the State of Pennsylvania. Being registered as an investment adviser does not imply a certain level of skill or training.
Roland Financial Wealth Management, LLC, and Roland Financial, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. Insurance products and services are offered through Roland Financial, LLC, an affiliated company. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Roland Financial Wealth Management LLC are not affiliated companies. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Roland Financial Wealth Management, LLC is not affiliated with the U.S. government or any governmental agency.