• + 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.

Here's how:

Watch Our New Video

Meet the Delegators

+ View Video

Sign Up for our FREE Newsletter

Check the background of this firm on FINRA's BrokerCheck.


Hitting the Half Century Mark has Real Possibilities… Thanks AARP

  This week I hit the half century mark and I was quickly welcomed into AARP, the nation’s largest not-for-profit organization.  I guess this is my official rite of passage into maturity.  Yikes! As I… Read More

+ Read More