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Join us at Our 2026 Shred Day!

With tax season now behind us, it's time to shred! We are inviting all our clients, friends, family and anyone who wants to know more about our firm to our annual Shred Day event on Saturday, May 16th. There are no limits to what you can bring! Shred-It will be on site for in-person destruction! Learn more by clicking below.

Event Info
ACCOUNT VIEW

ACCOUNT VIEW


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GET TO KNOW ACCOUNT VIEW 2.0

GET TO KNOW ACCOUNT VIEW 2.0


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GET STARTED WITH ACCOUNT VIEW 2.0

GET STARTED WITH ACCOUNT VIEW 2.0


WATCH VIDEO
EMONEY

EMONEY


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SEND US A SECURE DOCUMENT

SEND US A SECURE DOCUMENT


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VIRTUAL MEETING ROOM

VIRTUAL MEETING ROOM


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Need Money From Your Account?

Contact our Director of Client Operations, Sonia Del Valle during normal business hours to request a financial movement of checks and transfers. 

Click here to send Sonia an email or contact our office

(978) 531-8108.

Money Request Information:

Money Request Information:

Your portfolio with Freedman Financial (LPL, other outside investments) is invested in stocks, bonds, mutual funds, bond funds, ETFs, money markets, etc.  

  • When you request money from your account(s), we need to sell those investments by placing trades.  
    • Trading is only done when the stock market is open weekdays, between 9:30am – 4:00pm EST.  Once a trade is placed it can take 1-2 days for it to “settle”, making the cash available in your account(s).  
  • From there we request money be sent to your bank through an electronic deposit (ACH) or for a check to be sent.  
    • Money requested by ACH will arrive in your bank, anywhere from 0-2 days later depending on your particular bank.  
    • Checks are mailed directly from LPL Financial in Fort Mill, South Carolina via the US Postal Service, those can take anywhere from 3-14 business days to arrive at your address of record.

The exchanges typically operate from 9:30 a.m. to 4 p.m. ET on business days. They will close early, at 1 p.m. ET, on two occasions in 2026: the day after Thanksgiving (Friday, Nov. 27) and Christmas Eve (Thursday, Dec. 24).

Bond market and bank holidays differ

Bond traders follow a different holiday calendar under guidelines set by the Securities Industry and Financial Markets Association, a trade group that represents securities companies, banks and asset management companies.

U.S. bond markets close on nine of the stock market holidays (all but Good Friday), plus Columbus Day (Monday, Oct. 12) and Veterans Day (Wednesday, Nov. 11).

Bond markets have six early closures scheduled in 2026: Good Friday; the Friday before Memorial Day (May 23); the day before Independence Day is observed (Thursday, July 2); the day after Thanksgiving (Friday, Nov. 27); Christmas Eve (Thursday, Dec. 24); and New Year’s Eve (Thursday, Dec. 31).

Early closures are at 2 p.m. ET except on Good Friday, when bond markets are tentatively scheduled to shut down at noon.

The stock market calendar also differs from the Federal Reserve System’s holiday schedule, which is followed by most U.S. banks. The Fed observes Columbus Day and Veterans Day, does not take Good Friday off and does not have any formally scheduled early-closing days.

NOTE: The information being provided is strictly as a courtesy. Some of these platforms are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.