Choreo LLC has opened a new local office in the New Bohemia District.
The new space, located at 329 12th Ave SE Suite 100, Cedar Rapids, is designed for both in‐person and remote client experiences, according to a news release. 10 financial advisors and staff and will serve more than 500 clients in and around Eastern Iowa from this new location.
Choreo’s Cedar Rapids location is one of several Choreo offices nationwide transitioning to new space due in part to the firm’s recent expansion and growth, the release states.
A member of the Cedar Rapids Metro Economic Alliance (CRMEA), Choreo leadership and CRMEA officials held a ribbon cutting for the new location in early June.
“We’re ecstatic about our new dedicated space, designed to extend a warm welcome to our cherished long‐term clients and forge new connections with those seeking guidance on their financial future,” Choreo Managing Director, Wealth Management Kimberly Hillyard said in the release. “With a proud legacy spanning almost 25 years in the corridor, we are honored to serve members of this great community, now in our new location in the vibrant Newbo District of Cedar Rapids. Our new office location is both welcoming and professional, seamlessly blending tradition with innovation in client service.”
Choreo is an independent financial planning and investment advisory services firm. Originally launched as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo operates today out of 42 locations across the country and serves approximately 7,000 families with approximately $24.6 billion of assets under management or advisement – as of December 2023.
