Sandos Financial, Inc.

Why Choose Sandos Financial?

We live and work in a rapidly changing global marketplace. With the amount of technology and the myriad of financial products and services available, investors are seeking personalized attention and expertise. Sandos Financial has provided individual and corporate clients with quality investments and professional guidance to assist them in meeting their financial objectives.

Accomplishing Your Goal Is Our Goal.

Sandos Financial representatives have the knowledge and expertise to assist clients in meeting their objectives whether it is growth, income, tax savings or estate conservation. Conservative, time-proven investments provide the foundation for Sandos Financial’s successful investment philosophy — saving clients’ time, effort and expense.

How Can Sandos Financial Guide You?

Sandos Financial prides itself on being client-focused and service-oriented. We believe in building relationships for the long-term. Successful investing and financial planning does not begin or end with purchasing an investment.

We offer the following products and services:

• Structuring Predictable Retirement Income
• Wealth Transfer Strategies
• Life Settlements
• Investment Risk Management
• Annuity Valuation
• Variable Annuity Investment Advice and Management
• Life Insurance
• Tax-Efficient Strategies
• IRA & 401(k) Rollovers
• Wealth Management
• ESG / SRI - Environmental & Socially Responsible Investing
• Legacy Planning

We can also refer you to professionals who provide the following services:

• Trusts
• Estate Planning
• Tax Planning

Once we understand your financial situation, risk tolerance and investment objectives, we can help you structure products and services to meet or exceed your financial goals.