Klaas Financial of Machesney Park

Klaas Financial of Machesney Park is a Financial Planner in Machesney Park, IL, located at 4707 Perry Ridge Ln. The firm operates as an independent, fee-based fiduciary advisory practice specializing in retirement planning, tax strategies, charitable gifting, and multi-generational wealth management. It serves individuals, families, and employers in the Madison and Rockford areas. The team includes CFP Professionals and in-house tax professionals who collaborate to design retirement solutions. The business holds a 5.00 rating based on customer reviews.

Established in 1976 in Rockford, Illinois, by brothers Craig and Palmer Klaas, the firm has been in business for over 50 years. Both founders are graduates of the University of Illinois with degrees in Finance. The company began with life, insurance, and annuity products and expanded into retirement planning in the early 1980s. It moved to Mulford Road in Rockford in the mid-1980s to accommodate growth. Today, Klaas Financial serves clients in 33 states with two offices located in Wisconsin and Illinois. The firm manages assets through discretionary asset management wrap fee programs, retirement plan services, and investment consulting services. Its approach is grounded in goal-based financial planning, ensuring that every decision is aligned with client goals rather than driven by specific products. The team emphasizes a human client experience, professional portfolio management, and a disciplined investment approach.

The Machesney Park office sits on Perry Ridge Lane, about 0.3 miles from North Perryville Road and the Loves Park Fire Station 1. It is also about 0.3 miles from the Dolphin Swim Club. East Riverside Boulevard is located about 0.5 miles away, while the Woodland Pond and Kings Acres neighborhoods are about 0.8 miles from the office.

Klaas Financial of Machesney Park is known for its long-standing presence in the region and its positive customer rating. The firm stands out for its fee-only structure and its focus on unbiased, educated answers to retirement questions. It provides customized retirement plan solutions for employers and comprehensive financial planning for individuals and families.

With over 50 years of history and a dedicated team of financial planners, Klaas Financial of Machesney Park offers a stable and experienced option for residents seeking to plan and invest for retirement in the Machesney Park and Rockford area.