Klaas Financial - Fitchburg, Wisconsin

Klaas Financial

Address: 5951 McKee Rd #200, Fitchburg, WI 53719.

Phone: 84425637.

Website: klaasfinancial.com.

Specialties:

• Financial consultant
• Financial planner

Other points of interest:

• Online appointments
• Onsite services
• Language assistance
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible seating
• Restroom
• Appointment required
• Appointments recommended

Opinions:

This company has 25 reviews on Google My Business.

Average opinion: 5/5.

Klaas Financial has provided excellent advice to families for over 40 years. They are known for their personalized approach, customized service levels, and trustworthy guidance. Clients appreciate their sound investment advice, great customer service, and friendly staff. The company is highly recommended for achieving financial security and worry-free retirement. With a long history of success and outstanding reviews, Klaas Financial stands out as a top choice for financial consulting and planning.

👍 Reviews of Klaas Financial

Tom R.

5/5

Klaas Financial has provided excellent advice to my family for 40 years. They listen and don't push products. They offer different service levels depending on the client's desires or needs. You can trust them to help you make the best financial decisions.

Steve P.

5/5

Klaas Financial has made my retirement financially worry free. Always gives sound and wise investment advice, great customer service, and great staff to work with. Highly recommended for one’s financial security for retirement.

Daniel O.

5/5

Klaas Financial has been an incredibly helpful resource in our journey toward financial stability. The team is knowledgeable, supportive, and truly invested in helping us achieve our goals. We highly recommend their services to anyone seeking expert financial guidance.

Luis V.

5/5

I've been working with CJ Klaas and Klaas Financial for almost 10 years in support to my retirement planning and investment management needs. Their support has been invaluable toward achieving my financial and retirement goals. Top notch expertise, customer focus, clear communication, honesty, reliability and sincere dedication to their customers' needs are just some of the outstanding qualities that make me recommend Klaas financial as the #1 and absolute BEST retirement planning and investment management firm in the US.

Ryan S.

5/5

We’ve been with Klaas financial for over 10 years and it’s been an excellent experience. Even from the first time we met with CJ it was clear he had our best interest in mind. That has continued over the years as our needs have changed and they’ve been very flexible with us. We’d highly recommend Klaas financial to anyone looking for help in the financial space.

Mike W.

5/5

We have used Klaas for years and have complete trust in them. CJ always presents scenarios emphasizing various outcomes and results. This allows us to consider ideas on multiple levels to make informed decisions. They are always honest, professional, transparent, and responsive to our financial needs. Very pro-active and thorough. Very pleased with their service, and the high level of competency of the team at Klaas.

Alexa B.

5/5

We have been receiving business and personal financial services from Klaas for almost 10 years. We have never been disappointed. Their insights, professionalism and compassion are outstanding. Quality supports are a priority for them and they have never provide anything less. They have excelled with giving advice to my mother towards her end of life, my husband and me as we are considering retirement and now our children as they begin their adult lives. We are so grateful to CJ and his entire team. I would give more than 5 stars if I could.

Steve S.

5/5

My wife, Nancy, and I cannot say enough good things about the care, competence and professionalism with which CJ and the team at Klaas Financial approach both their jobs and their clientele. They are always thorough and fully prepared, and their advice is invariably well thought out and very clearly explained. We have often remarked that we’ve always had smiles on our faces both during and after our meetings with them, even during times of considerable financial uncertainty. That in itself says a lot.