Claudia Marban & Associates

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

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Sandy kicked off Summerfest in style earlier this week with a Garth Brooks concert in Milwaukee!Between the music, the e...
06/18/2026

Sandy kicked off Summerfest in style earlier this week with a Garth Brooks concert in Milwaukee!

Between the music, the energy of the crowd, and a beautiful summer evening, it was a great way to start the season.

Nothing says summer quite like live music and making memories with friends and family. What's your favorite concert you've attended?

As you approach the final stretch of a rewarding career, the question of effectively transitioning into retirement becom...
06/16/2026

As you approach the final stretch of a rewarding career, the question of effectively transitioning into retirement becomes increasingly important.

Let's connect and start a conversation about your financial future. You've worked hard to build a substantial career, and it's our goal to help you enjoy the rewards of your efforts.

https://bit.ly/4a34AaC

06/14/2026

Today we recognize Flag Day and the meaning behind the red, white, and blue. It’s a moment to reflect on the values that bring us together as a country.

“How do I take my coffee? Seriously… very seriously.” Some things in life are non-negotiable, and for many of us, coffee...
06/12/2026

“How do I take my coffee? Seriously… very seriously.”

Some things in life are non-negotiable, and for many of us, coffee is one of them.

Please join us in congratulating Ruben on 20 years with Ameriprise Financial!Milestones like this are a reflection of d...
06/08/2026

Please join us in congratulating Ruben on 20 years with Ameriprise Financial!

Milestones like this are a reflection of dedication, hard work, and the relationships built along the way. We are grateful to have Ruben as part of our team and look forward to celebrating this accomplishment with him.

Congratulations, Ruben, on 20 years!

Happy National Donut Day! A little treat can go a long way. What’s your go-to flavor?
06/05/2026

Happy National Donut Day! A little treat can go a long way. What’s your go-to flavor?

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​Ameriprise Financial was named on...
06/04/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.

​Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

For many families, charitable giving starts with a simple question: “How can we make a meaningful impact over time?”One ...
06/02/2026

For many families, charitable giving starts with a simple question: “How can we make a meaningful impact over time?”

One strategy some people explore is a donor-advised fund, a flexible way to support the causes they care about while keeping their giving organized and intentional.

https://bit.ly/4vmYKcj

We recently celebrated her Sandy's son Matthew being inducted into the National Honor Society as a junior in high school...
05/29/2026

We recently celebrated her Sandy's son Matthew being inducted into the National Honor Society as a junior in high school. Milestones like these are exciting reminders of how quickly the years go by, and how important it can be to prepare for future education opportunities.

Today is also National 529 Plan Day, a reminder to think about education planning and future college expenses. Taking steps early can help families stay organized and focused on the road ahead.

Have questions about saving for education? We’re here to help guide the conversation.

https://bit.ly/4uH9x1a

05/27/2026

For those age 70½ and older, qualified charitable distributions (QCDs) can be a way to give directly to charities from an IRA. It’s an option some individuals consider as part of their overall giving strategy.

If you’re exploring ways to incorporate charitable giving into your plans, we’re happy to talk through your options.

https://bit.ly/49Y9zJz

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10261 W Lincoln Highway
Frankfort, IL
60423

Telephone

+18154697181

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