Klaas Financial

Loves Park, Illinois

5.0 (54 reviews)
Call (815) 877-8440 Visit website →

About

Klaas Financial is an independent, fee-based fiduciary advisory firm founded in 1976 and based in Loves Park, Illinois, with a second office in Wisconsin. The firm serves over 1,000 households across 34 states with approximately $771 million in assets under management through discretionary advisory services, plus additional assets under advisement and retirement plan management. Services include financial planning, investment management, estate planning, retirement planning, tax strategies, and charitable gifting, delivered by a team of CFP® professionals and in-house tax specialists. The firm manages retirement plan assets for employers and individuals through both discretionary and non-discretionary offerings.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-3PM, Saturday: Closed
SEC registered
No
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