Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Christensen Wealth Management Group
What services does Christensen Wealth Management Group offer?
Christensen Wealth Management Group provides financial advising, investment management, investment funds, and stock broker services.
What are the office hours for Christensen Wealth Management Group?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Where is Christensen Wealth Management Group located?
The office is located at 530 Sumner Ave, Humboldt, IA 50548, United States.
What types of financial specialities does Christensen Wealth Management Group provide?
They specialize in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Christensen Wealth Management Group by phone?
You can reach them by phone at +1 515-332-2431.
Does Christensen Wealth Management Group offer resources about IRAs?
Yes, they provide information about IRAs and have a featured message linking to their official site for learning more.
Are there other financial services nearby Christensen Wealth Management Group?
Yes, nearby financial services include Edward Jones, T.P. Anderson and Company accounting, Bank Iowa, Humboldt Mutual Insurance Association, and Humboldt Realty.
What nearby places can I visit before or after my appointment for a beauty or spa service?
You can visit nearby beauty and spa locations such as Hair Concepts, Just Teasin Hair Salon, Divinity, and Cutiecles Nail Salon.
Are there dining options close to Christensen Wealth Management Group?
Yes, nearby dining options include El Sol De Mexico, Arends and Lee, and Chang's Chinese Kitchen.
What local amenities are available near Christensen Wealth Management Group for community and shopping needs?
Nearby amenities include Dollar General for discount shopping, Humboldt Farmer's Market for fresh produce, Night Owl Books for books and gifts, and Humota Theater for entertainment.