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Life is a magnificent journey.

To help you enjoy it to the fullest, let our CERTIFIED FINANCIAL PLANNER™ professionals take care of you and your family.

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Who We Serve

Real people with real questions.
People come to Freedman Financial when it’s time to get serious about
getting their financial house in order.

<em>The</em><br/>Accumulator

The
Accumulator

You’re at your peak earning years. You’re raising a family. Life is busy. Your retirement plan deserves more attention because it’s not far off.

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<em>The</em><br/>Pre-Retiree

The
Pre-Retiree

Now it’s time to focus on you! Retirement is drawing near. You’ve worked hard, saved, raised a family and did everything you’re supposed to do.

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<em>The</em><br/>New Retiree

The
New Retiree

Retirement has arrived and you’re enjoying your newfound freedom. No schedules, no routine – it’s Life 2.0.

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<em>The</em><br/>Seasoned Retiree

The
Seasoned Retiree

You’re ten years or more into retirement and enjoying it. But you’re also beginning to look further towards the future.

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<em>The</em><br/>Survivor

The
Survivor

Now it’s just you. You’re feeling overwhelmed. You feel pressure to make decisions and have questions about what you should do next.

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nobutton

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Dollars &#38; Sense: New 15 Minute Podcast Series

Dollars & Sense: New 15 Minute Podcast Series

We love delivering “Financial Advice in a Language You Can Understand®”, so we are providing our listeners a podcast series of timely topics to help you make smart financial decisions. Listen to our latest episodes below:

Best-In State Wealth Advisors

Best-In State Wealth Advisors

Marc Freedman has been acknowledged as a 2024 top wealth advisor in Massachusetts by Forbes.

This accolade, while highlighting Marc, is shared with the whole team at Freedman Financial, underlining our belief that there is no "I" in "TEAM". This collective recognition is a testament to our shared commitment to serving our clients' needs to the best of our abilities.

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