Tag: Choreo
Choreo opens new office location in NewBo neighborhood
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...
Choreo’s Kimberly Hillyard named a top woman advisor by Forbes
Choreo, LLC has announced that Kimberly Hillyard CFP was named a top woman advisor by Forbes, ranking her No. 2 on its Top Women...
Choreo announces acquisition of BDO wealth management business
Choreo, LLC has announced it has acquired the affiliated wealth management business of BDO USA. In addition, Choreo will become an independent member of...
Falling into Year-End Financial Planning
Fall signals change: cooler weather, return to school, and football games are just a few of the trademarks of Fall in Iowa. These changes...
Spring Cleaning: Dust off your Estate Plan Documents
An estate plan is a series of documents that outlines how you want your affairs managed when you are no longer able to do...