Sara Klaessy, CPFA® - 1834 Investment Advisors serves the Chicago area with a personal approach to helping you protect and grow your financial legacy. As part of our team of experts, Sara Klaessy, CPFA® - 1834 Investment Advisors will always put you, the client, first. We can assist with investment management, trust services, estate settlement services, retirement products and services and financial planning. Sara Klaessy, CPFA® - 1834 Investment Advisors will help turn your plans into reality.
Frequently Asked Questions About Sara Klaessy, CPFA® - 1834 Investment Advisors
What financial services does Sara Klaessy, CPFA® - 1834 Investment Advisors offer?
They assist with investment management, trust services, estate settlement, retirement products and services, and financial planning.
Where is Sara Klaessy, CPFA® - 1834 Investment Advisors located?
At 8750 West Bryn Mawr Avenue, Suite 1300, Chicago, IL 60631, United States.
How can I contact Sara Klaessy, CPFA® - 1834 Investment Advisors?
You can call at +1 515-988-8291 or email Sara.Klaessy@1834investmentadvisors.com.
What is the website for Sara Klaessy, CPFA® - 1834 Investment Advisors?
Their website is https://www.1834investmentadvisors.com/our-team/sara-klaessy/.
Is Sara Klaessy, CPFA® - 1834 Investment Advisors currently open?
Yes, the business is currently open.
What are the business categories for Sara Klaessy, CPFA® - 1834 Investment Advisors?
They are categorized as Old National Bank and Financial Consultant.
Which nearby financial institutions can help with banking while visiting Sara Klaessy, CPFA® - 1834 Investment Advisors?
Nearby options include Old National Bank ATM, Chris Kopec - Old National Bank, First Midwest Bank ATM, and several other Old National Bank credit union branches.
Are there any real estate agents nearby that clients might want to contact when working with Sara Klaessy?
Yes, nearby real estate agents include Mary Childers, Keller Williams Chicago; Staine Realty - Keller Williams Chicago, O'Hare; Maria Cudzich AR HOME Realty; Christine Witek Sells; Katie Kuczek; Rory and Partners Real Estate Experts; Mario DiLorenzo Residential Team; Minton-Regan Homes; and Manny Regalado Commercial Real Estate.
What nearby places can customers visit for convenience or shopping near Sara Klaessy's office?
Customers can visit Triangle Mini Market for convenience shopping and Wilson Tennis store for sporting goods and tennis courts.
Are there any nearby professional services or agencies that clients of Sara Klaessy might find useful?
Yes, nearby services include Propco Incentives for advertising, Combined NA for insurance, Bronswick Benjamin P.C. CPAs for accounting, Levy Security Corporation for home security, and Brightspark Travel for travel services.