Claudia Marban & Associates

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

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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

Claudia and Carlos had a fun weekend in Las Vegas filled with sunshine, great meals, and some incredible shows.It’s alwa...
05/26/2026

Claudia and Carlos had a fun weekend in Las Vegas filled with sunshine, great meals, and some incredible shows.

It’s always nice to step away from the routine, recharge, and enjoy new experiences before jumping back into a busy week.

What’s the best show or restaurant you’ve experienced while traveling?

Today we remember and honor the men and women who gave their lives in service to our country. We are grateful for their ...
05/25/2026

Today we remember and honor the men and women who gave their lives in service to our country. We are grateful for their sacrifice and for the freedoms we have today.

05/23/2026

Having too much cash sitting on the sidelines in a money market fund might seem like a safe move. But history shows that there’s an opportunity cost to playing it too safe. Simply put, cash has less growth potential and most likely won’t help you reach your long-term goals. Even with periodic market downturns, history shows that markets eventually rebound, recoup their losses, and ultimately move higher — outperforming cash by a wide margin.

Looking for a thoughtful way to give back? Donor-advised funds can be a flexible way to support the causes you care abou...
05/20/2026

Looking for a thoughtful way to give back? Donor-advised funds can be a flexible way to support the causes you care about while staying organized with your charitable giving.

https://bit.ly/43ltDSs

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10261 W Lincoln Highway
Frankfort, IL
60423

Telephone

+18154697181

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