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Christensen Wealth Management Group

Financial consultant

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Services Offered

  • Financial planning
  • Investment management
  • Estate planning
  • Charitable giving

About

Christensen Wealth Management Group is a financial consulting firm located in Humboldt, Iowa. The firm specializes in providing financial planning and investment management services tailored for high-net-worth investors. Their team collaborates with key professionals, such as CPAs and estate-planning attorneys, to offer comprehensive guidance on estate considerations and charitable giving. They focus on helping clients create and achieve their financial goals while protecting their legacy.

Reviews

Location

530 Sumner Ave, Humboldt, Iowa
Map showing location in Humboldt, Iowa
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Contact This Advisor

Business Information

Address

530 Sumner Ave
Humboldt, Iowa 50548

Phone

+1515-332-2431

Website

https://www.edwardjones.com/christensen-wealth-management-group

Business Hours

Contact for business hours