
Area of Focus: Financial Planning / Retirement Income Strategies
Designations: Certified Financial Planner(TM) Professional
Advisor is licensed/registered to do business with U.S. residents in the states of: MA
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered thorough Freedman Financial, a Registered Investment Advisor
Freedman Financial and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Freedman Financial clients. Actual client results and experiences will vary.

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
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