How you meet with Freedman Financial is up to you

The Choice is Yours

At least once a year, we’ll contact you to schedule a review of your overall financial planning progress. How we meet is up to you.

Face-to-Face

More than 85% of our clients live within a 20-mile radius of our office and they prefer to meet at our office in Peabody. We believe that a face-to-face meeting allows us to not only listen to your goals, but we can see how you express your thoughts as well. Developing and maintaining a long term financial plan requires trust and honesty. A personal meeting in our office, allows us to privately deliver advice, free of distractions, and focus on your financial situation.

 

Virtual (Screenshare Technology)

On occasion, your busy schedule may not work for a ‘Face-to-Face’ meeting. We’re excited to now be able to facilitate ‘virtual meetings’. A virtual meeting allows us to share our computer screen with yours. We can present your financial plan, investment accounts and more while you’re in your office and your spouse is at home – all at the same time. We coordinate everything on our end, and if you have web-cam we can share our face with you too.

 

Virtual (Screenshare Technology)

On occasion, your busy schedule may not work for a ‘Face-to-Face’ meeting. We’re excited to now be able to facilitate ‘virtual meetings’. A virtual meeting allows us to share our computer screen with yours. We can present your financial plan, investment accounts and more while you’re in your office and your spouse is at home – all at the same time. We coordinate everything on our end, and if you have web-cam we can share our face with you too.

 

Written

Our final option, although not as common, is a written ‘Letter Review’. Sometimes you’re just too busy to meet in person or even virtually. Rest assured, we still have ‘your back’ with this option. A written review, though not as comprehensive as our other options provides you with a snapshot of your current financial position, recommendations (if any) for change, and any other thoughts we’d like to share.

 

‘Out-of-State’ Client Visits

Annually we travel to visit with clients outside of Massachusetts. Generally, we visit Florida in the winter and will make ‘windows of time’ to travel to other locations where necessary.

 

Protecting Your Privacy

Protecting your personal financial information is of paramount importance to us. If we don’t recognize your voice on the phone, or if an email address doesn’t seem authentic, we will likely ask to call you back, or seek an alternative method in responding to you. While cyber-thieves are certainly on our radar, our antennas are also raised when we receive calls from relatives, neighbors or professionals who seek information about your accounts.

 

Times of Operation and Response Policy

Freedman Financial is open Monday through Friday, 8:30am – 5:00pm. During that time, you should expect a live voice on the other end of the phone when you call in. Your call is important to us, and we want to be certain that you get the answers you need. So if the person you’re looking for is unavailable, another one of us may be able to assist. If you’d prefer to wait, we’ll make sure your message is delivered. We do our very best to respond to your messages and emails within 24 hours.

Email remains a very efficient way to communicate. Our email addresses are listed in the contacts tab on this page.

PLEASE NOTE: We CANNOT accept trading instructions via email.

Click here to learn How We Communicate.

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