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Welcome to Freedman Financial

We Care. Deeply.

The entire Freedman Financial team is excited that you have agreed to establish a financial planning relationship with our office. Our goal is to help clients like you achieve your personal financial objectives while delivering tailored strategies that will make the world of personal finance less complicated – thus giving you more time for yourself, your family and whatever else makes you happy.

AccountView

Click the link below to access your account.  

ACCOUNTVIEW

AccountView is your connection to all your accounts held through our broker/dealer LPL Financial.

eMoney

Click the link below to access your account.

EMONEY

eMoney provides you with a comprehensive dashboard of your financial life.

We know you expect answers to your questions – in a language you can understand. Reach out to a Freedman Financial team member here.

Have a virtual presentation scheduled with Marc and Marion?

VIRTUAL PRESENTATION INFORMATION CAN BE FOUND HERE.
Preparing For Year-End & the 2022/2023 Tax Season

Preparing For Year-End & the 2022/2023 Tax Season

IMPORTANT INFORMATION AND TOOLS TO HELP YOU GET READY.
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