Steve

Freedman

CFP®

picture of a planner

Here to act in your best interests

About me

I value the opportunity to work with individuals and their families to help them reach their financial goals. I work collaboratively with my clients to help grow and protect their wealth through comprehensive financial planning. In my spare time, I enjoy spending time with my family and friends, golfing and traveling.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Zoology - University of Massachusetts

Master of Science, Environmental Studies - University of Massachusetts

Visit one of our Locations

Boston I - Burlington

25 Burlington Mall Road

Suite 405

Burlington, MA 01803

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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