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 Spears Janak Wealth Management
What are the business hours for Spears Janak Wealth Management?
Spears Janak Wealth Management is open Monday to Thursday from 8:00 AM to 5:00 PM and on Friday from 8:00 AM to 3:00 PM. The office is closed on Saturdays and Sundays.
What services does Spears Janak Wealth Management provide?
They provide financial advising, investment management, investment funds, and stock broker services.
What specialties does Spears Janak Wealth Management focus on?
They specialize in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Spears Janak Wealth Management located?
The office is located at 2621 Hwy 35 N, Suite 2A, Rockport, TX 78382, USA.
How can I contact Spears Janak Wealth Management by phone?
You can reach them at +1 361-204-1819.
Is there an app available for Spears Janak Wealth Management?
Yes, there are mobile apps available for both Android and iOS devices.
What languages are spoken at Spears Janak Wealth Management?
English is the primary language spoken at their office.
What nearby real estate services are close to Spears Janak Wealth Management?
Nearby real estate services include Neli Spurrell Realtor, Spears & Co Real Estate, and Phillip Rios, TX Realtor, which can be useful if you're looking to coordinate real estate and financial planning.
Are there any nearby medical facilities near Spears Janak Wealth Management?
Yes, the Rockport Urgent Care Center is nearby and can be convenient for any urgent medical needs before or after your visit.
What dining options are near Spears Janak Wealth Management?
Italian Cowboy Food and Provisions is a nearby grocery and cheese shop for refreshments or provisions near the office.