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Financial Planning is SO MUCH MORE than managing money...

At Freedman Financial, we know that - and so do our clients. It’s probably the main reason we’ve built relationships with generations of families for over 50 years. Your success in retirement requires an honest dialogue that includes more than just numbers; it includes the emotions attached to them too. Isn’t it time you got serious about your retirement planning needs

Get to Know Freedman Financial

Get to Know Freedman Financial

At Freedman Financial we act as fiduciaries, placing your interests first is the cornerstone of our relationship. We’ve done it this way for more than 50 years– and now we have an opportunity to share our approach with you.

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Dollars & Sense

Dollars & Sense

Marc Freedman delivers "Financial Advice in a Language You Can Understand®" each week on Dollars & Sense. Listen to our latest episodes to learn about financial planning, investments, retirement, and more so that you can make smart financial decisions for yourself and your family.

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Get In Touch

Get In Touch

No matter where you are on your financial journey, you need a tailored financial plan that aligns with your goals. If you are interested in working with us or learning more, do not hesitate to reach out! 

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Our weekly newsletter, ‘PLANNING POINTERS’ is delivered to your email inbox at 10:30 AM every Friday. This newsletter provides financial tidbits and interest facts. Not receiving Planning Pointers yet? Sign up today by filling out the form below for weekly advice for your financial life 'in a language you can understand'®.