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.
Some people see wealth planning as something that happens once, but we believe planning should be an ongoing conversation, one that changes and adapts as you move through life. Founded in 2008, Roland Financial is an independent financial firm offering a holistic approach to financial planning focusing on managing wealth and working to ensure safety in retirement.
We operate as a full fiduciary and are dually licensed in securities and insurance products to better serve our clients in the Erie area and beyond.
Our focus is to assist those planning for, entering into, or already in retirement build and manage their net worth. Our belief has always been that with ongoing wealth strategy and financial planning, you get a plan that WORKS FOR YOU.
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Roland G. Kljunich is the President and CEO of Roland Financial, LLC and Roland Financial Wealth Management, LLC. He obtained a Bachelor’s degree from St. John’s University in his native New York City. Mr. Kljunich holds a Series 65 securities license alongside his insurance license.
Roland works directly with clients to help them identify and work toward their financial and retirement goals using a diverse menu of investment strategies and insurance products.
Featured in Retirement News Today nationally and on his weekly radio show on WJET 1400 AM radio in Erie, Pennsylvania, Roland is currently putting the finishing touches on his book, “The Retirement Money Game and How To Win It.” He has earned key leadership awards in mentoring and team building within the fields of finance and insurance and counts achieving the rank of Eagle Scout as among his accomplishments.
Roland lives in Erie with his wife, Leah, and their children. He enjoys singing and writing music, gourmet cooking, and traveling with his family.
You have worked hard to accumulate the wealth you have today. Roland Financial, LLC can take the complexities which come with retirement and integrate them into one comprehensive plan.
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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.