Data Gathering — Our primary objective is to be a Fiduciary, placing your interests first. Thus, before any recommendations are offered we create and review a collective picture of where you stand financially. Knowing where you stand financial is an integral first step. Click here to open our editable Financial Questionnaire.
Financial Advice in a Language You Can Understand® With Labor Day in the rearview mirror, the kids are back at school, and those who make their livelihood in the financial markets have returned from summer vacation. It’s a time where trading volume increases, corporate budget meetings ensue, and year-end planning...
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[PEABODY, MA] — [August 22, 2019] – Marc Freedman, CFP®, financial planner at Freedman Financial, recently attended LPL Financial’s Focus 2019 conference, one of the financial advice industry’s premier events and the largest annual conference hosted by LPL Financial. Freedman joined a select group of LPL Financial advisors invited to...
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Dollars & Sense THIS SEGMENT: The Truth About the S&P 500, 8/11/19...
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