Founded in 1994 by Marc Freedman, Freedman Financial is a Certified Financial Planner™ (CFP®) practice that serves as a personal Chief Financial Officer (CFO) for its clients. The firm is dedicated to building long-term, trusted relationships and provides a comprehensive suite of services including financial planning, investment management, retirement planning, estate planning, and insurance services. They operate as an independent practice with securities and advisory services offered through Commonwealth Financial Network®, a registered investment adviser and broker-dealer member of FINRA/SIPC.

Founded in

United States