Claudia Marban & Associates

Claudia Marban & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC

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10/09/2026

Planning an international trip? A little preparation can prevent a lot of stress. This checklist covers passports, destination information, alerts and other practical details worth reviewing before departure.

Clarity makes the next step easier to see.

We just received a thoughtful testimonial from a client, and it reminded us why we do what we do. To every client who ta...
10/08/2026

We just received a thoughtful testimonial from a client, and it reminded us why we do what we do. To every client who takes the time to share their experience, thank you! You inspire us to keep doing our best every single day. Legal File #9075863

Working with your spouse means your days are often a mix of business, family, decisions, deadlines and everything in bet...
10/07/2026

Working with your spouse means your days are often a mix of business, family, decisions, deadlines and everything in between.

We get to build a life together, but we also get to build something professionally side by side. That comes with a lot of shared responsibility, plenty of conversations after hours and, thankfully, a lot of laughter along the way.

What a fantastic weekend in Iowa City! 🖤💛We packed a lot into a few days, from spending time with family and friends to ...
10/06/2026

What a fantastic weekend in Iowa City! 🖤💛

We packed a lot into a few days, from spending time with family and friends to experiencing the excitement of ESPN College GameDay and celebrating the launch of the Caitlin 1.

And in the middle of it all, Carlos and I celebrated our 21st wedding anniversary. ❤️

College sports, family, friends and 21 years together. It was a weekend full of reasons to celebrate and one we won’t soon forget!

This month, we celebrate Carlos’s 18-year work anniversary with Claudia Marban & Associates. We’re grateful for the dedi...
10/05/2026

This month, we celebrate Carlos’s 18-year work anniversary with Claudia Marban & Associates. We’re grateful for the dedication, care and experience he brings to the team. Please join us in congratulating Carlos!

Stay informed on financial planning, stock market and economic impacts and personal finances - even before becoming a cl...
10/03/2026

Stay informed on financial planning, stock market and economic impacts and personal finances - even before becoming a client. Through our monthly newsletters, you'll get a sense of the personalized financial advice you will receive from our practice.

https://bit.ly/4ASrQnI

Our recent pumpkin patch event was a huge success, with more than 100 people joining us. We loved seeing so many familie...
10/02/2026

Our recent pumpkin patch event was a huge success, with more than 100 people joining us. We loved seeing so many families come together, with children and grandchildren joining in on the fun.

We could not have asked for better weather, and it was great to see everyone enjoying time together, making memories and simply having a good time.

Thank you to everyone who joined us and helped make the day so special. We are already looking forward to the next one!

October is National Financial Planning Month, and it’s a great time to check in on the bigger picture.Life changes, goal...
10/01/2026

October is National Financial Planning Month, and it’s a great time to check in on the bigger picture.

Life changes, goals shift and priorities evolve. Your financial plan should be reviewed along the way, too.

Whether retirement is getting closer, your family is growing or you’re simply wondering if you’re still on track, taking time to revisit your goals can help you make thoughtful decisions about what comes next.

A little planning today can go a long way toward staying focused on what matters most to you.
https://bit.ly/4hwqbuY

Claudia, Sandy and Carlos had a great time celebrating Matthew at his Senior Night for cross country! We loved being the...
09/30/2026

Claudia, Sandy and Carlos had a great time celebrating Matthew at his Senior Night for cross country!

We loved being there to cheer him on and celebrate all the hard work and dedication that went into the season.

Congratulations, Matthew, and to all the seniors on such a special milestone!

Happy National Coffee Day! Tell us your coffee order in the comments.
09/29/2026

Happy National Coffee Day! Tell us your coffee order in the comments.

Address

10261 W Lincoln Highway
Frankfort, IL
60423

Telephone

+18154697181

Website

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