Freeman Financial Services, Inc.
Why pick this one
Freeman Financial Services, Inc. offers personalized financial strategies and has been serving Raleigh since 1995.
Best for
- individuals seeking personalized financial planning
- small business owners looking for exit planning assistance
Look elsewhere if
- clients expecting budget services
- those seeking only basic investment accounts without comprehensive planning
Specialties
- financial planning
- retirement planning
- estate planning
- business exit planning
Certifications
- CEPA
What makes them different
- personalized financial strategies tailored to individual goals
- comprehensive estate planning includes protecting legacy
- business exit planning for small business owners
- Years in business
- 28
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 6511 Creedmoor Rd Ste 103, Raleigh, NC 27613
- Phone
- 9197876505
- Website
- http://www.freemanfin.com/
- taylor@freemanfin.com
Services
- financial planning and investment advice
- retirement planning
- estate and trust planning
- business owner solutions