Steve
Freedman
CFP®
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
Certain services provided on an educational and guidance basis only.
