The Klaas Client Experience

“The Klaas team has always been friendly, informative, and they express a true caring attitude toward the financial goals of their clients. There is a warm feeling of trust that goes beyond other institutions we have dealt with in the past. I cannot speak highly enough about our experience with the Klaas organization and all employees we have had the pleasure to be involved with.”
Don M., Bluffton, SC

“When the unthinkable happened and my 58-year-old husband passed away, our adviser and the whole team at Klaas guided me through with compassion and expertise. Fortunately, we had made a solid financial plan with Klaas when we were younger. Due to that great advice in the past, and step by step direction since his death, my daughters and I are on solid financial ground with a secure plan for the future. I can’t say enough good things about the Klaas team!”
Denise G., Madison WI

“While going through a divorce, I wanted to put my money under the management of a firm I trusted, and my experience with Klaas Financial has been so much more than that. In every interaction, I am treated as a person first and foremost — with compassion and kindness — and as a client second. The advisors are always available to answer my questions and provide assistance well beyond that, and I feel secure knowing that my money is in good hands during these turbulent financial times.”
Paula A., Minneapolis, MN

“Going with Klaas Financial was so easy. They took the time to really know where we were financially and then helped pull all our many accounts together and utilize them much better. What a blessing to know where we stand financially as we head into our retirement years. I appreciate the multiple options on how they will continue to help us know our financial situation too. We waited many years to find someone who we had great confidence in to handle our finances.”
Connie & Steve L., Middleton, WI

“I have been with Klaas for many years. The agent that I was working with put me into many good funds and recommended several options to look at. My adviser took over my account and his service has been great. He will answer my questions whenever I call. He has made my portfolio even better.”
Tom K., Bushnell, FL

“We have received excellent guidance and very helpful, candid feedback during our relationship. Thanks to our adviser’s excellent guidance we were able to retire earlier than we originally planned. We are able to enjoy ourselves and not be stressed over whether or not we'll become destitute.”
Tim & Sue A., Rockford, IL

“Klaas Financial has taken the unknowns of investing and encouraged us to ask the important questions. My husband's retirement plan has had some lingering questions for years and they were willing to meet with us and administrators from his plan to clear up all the unknowns. They were available anytime we had questions, allowing us to be confident in our investments. They are very friendly, knowledgeable, prompt and dedicated to you. We are confident that when we retire, we will be all set.”
Debra B., Cottage Grove, WI

“They helped us feel more secure with our upcoming retirement.”
Joan D., Dubuque, IA

“Many years ago our financial adviser remained mute as the stock market tumbled due to a technology bubble. It was only after we decided to switch to Klaas Financial that we heard anything from the former financial advisor. Since entrusting Klaas with our investments, we not only increased our financial security, but we weathered the Great Recession and quickly recovered from that, allowing us to retire early and enjoy the stability we had worked so hard for during our adult lives. Now we have retired with peace of mind, thanks to Klaas Financial.”
Daniel A., Brooklyn, WI

“Klaas Financial has been a great partner for Joyce and me. Our adviser is a great listener, making sure that he understands our interests, future goals and risk tolerance. We’re very pleased with the service Klaas has provided us, not to mention the financial results we’ve gotten. We highly recommend Klaas Financial.”
Tom and Joyce, Madison, WI