Roland Financial is an independent financial advisory firm serving clients throughout Pennsylvania and beyond. Founded in 2008, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Roland Financial is an independent financial services company helping individuals and families navigate through the confusion of retirement, Social Security, life insurance and Medicare.
We are here to help formulate and guide your decision-making process through independent, creative, and constructive strategies designed around life's financial questions. Our mission is to provide recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing information and recommendations with your best interest in mind. We assist in the design and implementation of strategies for your retirement, then remain by your side and adjust the strategies when necessary as life changes.
Retirement represents a fundamental change in your life, yet most retirees don’t match that with a fundamental change in their portfolios. Our primary focus is to assist those planning for, entering into or already in retirement to make that transition smoothly.
Choosing a financial partner is about far more than just finances. At Roland Financial, we take pride in the options and services we offer our clients.
Roland Kljunich is the president and CEO of Roland Financial. He has worked in the insurance industry since 2007 and has a bachelor’s degree in marketing from St. John’s University in his native New York City. He has passed the Series 65 securities exam and holds accident and health, life and annuities licenses in Pennsylvania, Ohio, Florida, Virginia, Indiana, Texas, Maryland and Georgia.
Roland works in concert with clients to help them identify and work towards their financial and retirement goals through a variety of strategies using investment and insurance products. He has the ability to look at the sum of the parts and create a picture of a client’s financial position and show them how to optimize it moving forward.
Featured in Retirement News Today nationally and on his weekly radio show on WJET 1400 AM radio in Erie, Pennsylvania, Roland currently is putting the finishing touches on his book, "The Retirement Money Game and How to Win It." He has earned key leadership awards for mentoring and team building within the fields of finance and insurance and also counts achieving the rank of Eagle Scout as among his accomplishments.
Roland lives in Erie with his wife, Leah, and their two teenage children. He enjoys singing and writing music, gourmet cooking and traveling with his family.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
We want to help. Please contact us by filling out the form below, or by calling us at 814.833.2999.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis, we can help you create a strategy to pursue your financial independence.
Download a copy of our retirement income checklist below and see how you can build a better retirment. Enter your email address below to get instant access.
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 through AE Wealth Management, LLC.
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. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.