Financial Advisors
Rockport, TX
Edward Jones financial advisor Sara E Janak, CFP®|AAMS®, provides comprehensive financial planning and investment management services to individuals and families in the Rockport area. With professional certifications as a Certified Financial Planner and Accredited Asset Management Specialist, Sara helps clients build and protect their wealth through personalized financial strategies. Edward Jones is known for its one-on-one client relationships and commitment to understanding each client's unique financial goals.
Ideal for: Individuals and families seeking retirement planning, investors needing personalized wealth management, business owners planning for succession
Service area: Rockport, TX and surrounding coastal Texas communities
CFP® & AAMS® Certified: Sara holds both Certified Financial Planner and Accredited Asset Management Specialist credentials, ensuring professional expertise in financial planning and investment management.
Personalized One-on-One Service: Edward Jones is built on the model of dedicated personal relationships with each client, tailoring financial strategies to individual goals and circumstances.
Local Presence: Located in Rockport with direct phone access, providing convenient face-to-face financial advisory services for the local community.
Address: 2621 Hwy 35 N Ste 2A, Rockport, TX 78382
Phone: (361) 729-2712
Website: edwardjones.com
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