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Home > Financial Planner Directory > Texas > Addison > Jeffrey A. Sandene, CFP®

Jeffrey A. Sandene, CFP®

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Sandene Strategies, LLC

15851 Dallas Pkwy

Suite 400

Addison, TX 75001

Phone: (214) 564-5333

Fax: (972) 692-8540

Saved in Saved Planners

Household Income Minimum: $150,000
Investable Asset Minimum: $100,000

Specialties

Comprehensive Financial Planning
Attending College
Annuities
Asset Allocation
Investment Management
Estate Planning
Employee Benefits
Mutual Funds
Real Estate
Insurance
Retirement

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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