• + Committed to placing your interests first.
  • + You shouldn't have to pinch pennies in retirement.
  • + It's no coincidence that we serve multiple generations of client families.
  • + Independent, objective, unbiased investment advice.
  • + It's the number one reason people hire us.
  • + Personally crafted plans by CFP professionals.

Freedman Financial - planners, advisors, partners

Providing Trusted Advice for Individuals and Families Since 1968.

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Retiring With Confidence for the GENIUS – Marc Freedman’s Newest Book to be Released this July

In Retiring with Confidence for the GENIUS, we explore YOUR retirement, on YOUR terms. You’ll gain a better understanding about what you’ve accumulated so that you can decide how to use those resources effectively throughout… Read More

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