Personal Financial Representative Alice Sundberg

Personal Financial Representative
Alice SundbergMurphy, TX

CFP®

Location Details

Office Hours

Day of the WeekHours
MonAvailable by appointment9:00 AM - 5:00 PM
TueAvailable by appointment9:00 AM - 5:00 PM
WedAvailable by appointment9:00 AM - 5:00 PM
ThuAvailable by appointment9:00 AM - 5:00 PM
FriAvailable by appointment9:00 AM - 5:00 PM
SatAvailable by appointment
SunClosed
After-hours appointments available.

412 Village Dr,
Ste 100
Murphy, TX 75094
US

Map of 412 Village Dr in Murphy

Areas Served

Carrollton, Plano, Allen, Murphy, Garland, Wylie, Rockwall, Frisco, CA, FL

Additional Contact

Languages

English, Cantonese, Spanish, Mandarin
Allstate Personal Financial Representative: Alice Sundberg
You can view my financial industry experience and background at FINRA’s BrokerCheck

Local Personal Financial Representative: Meet Alice Sundberg

Photo gallery preview
Photo gallery preview
With over 16 years of experience as a Personal Financial Representative and have obtained the CFP® certification/designation, I am committed to helping individuals and business owners achieve their financial aspirations. My personalized approach focuses on crafting tailored strategies that align with your unique financial situation and goals. I offer a comprehensive suite of services, including insurance and, tax preparation, investment management, and estate preparation, helping see that every facet of your financial health is addressed. Proudly serving customers in Texas, California, and Florida, I strive to provide exceptional support and guidance at every step of your financial journey. If you have any questions or would like to discuss your financial needs, please don’t hesitate to reach out. Together, we can build a secure and prosperous financial future
With over 16 years of experience as a Personal Financial Representative and have obtained the CFP® certification/designation, I am committed to helping individuals and business owners achieve their financial aspirations. My personalized approach focuses on crafting tailored strategies that align with your unique financial situation and goals. I offer a comprehensive suite of services, including insurance and, tax preparation, investment management, and estate preparation, helping see that every facet of your financial health is addressed. Proudly serving customers in Texas, California, and Florida, I strive to provide exceptional support and guidance at every step of your financial journey. If you have any questions or would like to discuss your financial needs, please don’t hesitate to reach out. Together, we can build a secure and prosperous financial future
10+
Years of
Experience
10+
Years in the
Community
Million Dollar Round Table (MDRT)-1 years
Den Leader for Local Cub Scout
Coach for Lego Robotic Team

Why Allstate?

Our team

Frequently asked questions
What are your business hours?
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday:
Sunday: Closed
Are you open on weekends?
Saturday:
Sunday: Closed
Can I text your office with questions?
Yes, we have text messaging services.
What languages do you speak?
We have staff members available who speak the following languages: Cantonese, English, Spanish, Mandarin
Do you have more than one location?
No, this is our only location.
Alice Sundberg is insurance licensed in the state(s) of California, Florida, Michigan, and Texas. If you do not reside in the state(s) of California, Florida, Michigan, or Texas, please go to the Find an Agent section on allstate.com to search for another Allstate Agent or Personal Financial Representative.

California Insurance License Name and Number: 0F81605 SUNDBERG, ALICE HUANG

Based on coverages selected. Subject to terms, conditions, availability & qualifications.

This life insurance information is provided for general consumer educational purposes and is not intended to provide legal, tax or investment advice. Allstate life insurance issued by Direct General Life Insurance Co., 911 Chestnut Street, Orangeburg SC 29115; American Heritage Life Ins. Co., 1776 American Heritage Life Dr., Jacksonville FL 32224. Life insurance also offered and issued by third party companies not affiliated with Allstate. Each company is solely responsible for the financial obligations accruing under the products it issues. Product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 151 North 8th Street, Suite 450, Lincoln, NE 68508. (877) 232-2142.

Check the background of this firm on FINRA's BrokerCheck website.
you're in good hands®