We'd love to hear your feedback—please leave us a Google review at the links below!

Loves Park, IL Madison, WI

"Met with Nate for the first time recently. Great insight into and support for my financial goals…"

John B., Rockford, IL
"Met with Nate for the first time recently. Great insight into and support for my financial goals. Easy to work with. Highly recommend Klass Financial."

John B., Rockford, IL
"…We are offered a balanced perspective, and our portfolio is tailored to our needs…"

Jennifer & Kris C., Poplar Grove, IL
"My husband and I have been working with Klaas for years now. We find it to be a warm and friendly environment. Kyle's suggestions are personalized to our situation and hopes for our future. We are offered a balanced perspective, and our portfolio is tailored to our needs. They have also helped our daughters begin investing, which is a great start for them!"

Jennifer & Kris C., Poplar Grove, IL
"…Even though we are retired and drawing money from our accounts, we have more money than we had in 2009 when we hired Klaas Financial…"

Mary & Stan J., The Villages, FL
"My husband and I have been with Klaas Financial since 2009 when I retired. C.J. is our advisor. We have been very pleased with his management of our finances. Even though we are retired and drawing money from our accounts, we have more money than we had in 2009 when we hired Klaas Financial. We moved to The Villages, Fl in 2002 and remain with C.J. He updates us with Zoom meetings. In 2009 we hired Klaas Financial after interviewing 3 other companies. We chose Klaas and it was a wise decision."
Mary & Stan J., The Villages, FL
"The Klaas Financial team have provided invaluable services to our family for close to a decade now…"

Melissa W., Verona WI
"The Klaas Financial team have provided invaluable services to our family for close to a decade now. The entire team is extremely knowledgeable, friendly and helps guide and direct us towards our financial goals. They make sure to offer us multiple perspectives, are never pushy, don’t peddle products, and undeniably have OUR best interests in mind. They have experts in the field, have helped us toward goals for retirement, paying for college, paying for our financial priorities and making wise investments. We have and will continue to refer anyone who asks to Klaas Financial. We can’t say enough about how great our experience has been with them."
Melissa W., Verona WI