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
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.
