Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Henze is a Certified Financial Planner with LEE Financial Company, LLC. Sarah is a registered investment advisor representative in Texas and has been in the industry since January 2010. Sarah's specializations include providing financial planning, investment advice to individuals, trusts, estates, charities, corporations, businesses and portfolio management for individuals and pooled investment vehicles. Sarah has been with LEE Financial Company, LLC since January 2010, where she helps clients manage their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/21/2010 - Present
LEE Financial Company, LLC (Dallas TX)
Active
Inactive
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