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ABOUT US Freeman Financial is an independent, fee-based Registered Investment Advisory firm located in Raleigh, NC. We specialize in the areas of Financial Planning and Investment Advisory Services, and cater to individuals and their families as well as small businesses and their owners. Our goal is to make our clients feel as if they are part of the family, and assist them in accomplishing their life goals and dreams through our highly personalized service. We understand that every client has different needs, and through individual analysis of a client's financial situation we feel that we can tailor a program to fit them. Through periodic updates, this plan can be updated and revised- whether it concerns investments, estate planning, retirement planning, college funding, or tax planning. We firmly believe in risk evaluation for every client, as well as an adherence to strict principles for prudence in every recommendation we offer. We believe that we can measure our success in the satisfaction of our clients, and the loyalty they have had to us over the years. Meet Our Staff
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