Business Details
About
Financial PlannerFinancial PlanningFinancial ConsultantLife Insurance AgencyHealth Insurance Agency
My name is David Spellman, I am the Director of Spellman Capital Strategies. I believe and follow a committed and benevolent interest in others. I currently hold all the appropriate licenses to help clients with financial planning in their personal lives as well as their business endeavors. Licensed as a fiduciary, I am responsible for the advice I give my clients and that advice is always in the Best Interest of my clients.
My goal is to help every person who meets with me to save taxes, protect assets, and build wealth.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
Location
Hours
Frequently Asked Questions About Spellman Capital Strategies
Who is the director of Spellman Capital Strategies?
The director is David Spellman, who holds all appropriate licenses to assist with financial planning and is a licensed fiduciary.
What services does Spellman Capital Strategies offer?
Spellman Capital Strategies provides financial planning for personal and business needs, focusing on tax savings, asset protection, and wealth building.
What are the office hours of Spellman Capital Strategies?
The office is open Monday, Wednesday, and Friday from 9 AM to 6 PM; Tuesday and Thursday from 9 AM to 8 PM; and Saturday from 10 AM to 2 PM. It is closed on Sunday.
Where is Spellman Capital Strategies located?
It is located at 24711 Ahava, San Antonio, TX 78261, USA.
How can I book an appointment with Spellman Capital Strategies?
Appointments can be made online via the reservation link at https://calendly.com/davidspellman/discovery-call.
Does Spellman Capital Strategies accept in-person or online appointments?
Spellman Capital Strategies offers online appointments and requires appointments to be booked in advance.
What payment methods are accepted at Spellman Capital Strategies?
They accept payment via invoice.
What nearby real estate services are close to Spellman Capital Strategies?
Nearby real estate services include Imagine Homes at Monteverde - Cibolo Canyons, Realtor Manuel Huitron, and Micah Dufner Real Estate, which clients might consider for home buying or selling needs before or after financial planning.
Are there any nearby resorts or accommodations around Spellman Capital Strategies?
Yes, Cibolo Canyon's Resort Community offers resort accommodations nearby, ideal for clients visiting from out of town.
What entertainment or event planning services are near Spellman Capital Strategies?
Crimson Entertainment DJ provides event planning and entertainment services nearby, which might be useful for clients planning special occasions.