Reseñas 12
Filtros:
Clasificación
Idioma
Clasificar:
Más reciente
A
9 hace meses

Freedman Financial is an excellent company to work...

Freedman Financial is an excellent company to work with. Their services are top-notch and they really go above and beyond to help their customers. I have been a customer for several years and have always been impressed with their knowledge and professionalism. The staff at Freedman Financial is friendly and helpful, and they always take the time to answer any questions or concerns that I have. I highly recommend Freedman Financial to anyone in need of financial advice and planning.

S
10 hace meses

👍 Finally found a financial company that understan...

👍 Finally found a financial company that understands my needs and offers tailored solutions. The team at Freedman Financial went above and beyond to help me with my financial planning. They were patient, attentive, and made sure I fully understood every step of the process. I am relieved to have found such a reliable and trustworthy company. Highly recommended! 👍

P
11 hace meses

⭐️ I have been a customer of Freedman Financial fo...

⭐️ I have been a customer of Freedman Financial for several years, and I continue to be impressed with their level of service. The team is highly professional and always goes above and beyond to assist me with my financial needs. Their expertise and dedication are truly commendable. I highly recommend Freedman Financial to anyone seeking financial advice and planning. ⭐️

R
Hace 1 año

As a long-time customer of Freedman Financial, I c...

As a long-time customer of Freedman Financial, I can confidently say that they are one of the best financial companies out there. Their expertise and attention to detail are unparalleled. The team is always prompt and efficient in handling any issues or questions I may have. I truly value their professionalism and dedication to helping their customers succeed financially.

C
Hace 1 año

💼 I am incredibly pleased with the services provid...

💼 I am incredibly pleased with the services provided by Freedman Financial. They have exceeded my expectations in every way. The staff is knowledgeable, friendly, and always available to answer any questions or concerns. Their financial planning services have helped me make better-informed decisions about my future. I highly recommend Freedman Financial for all your financial needs! 💼

B
Hace 1 año

The team at Freedman Financial is simply outstandi...

The team at Freedman Financial is simply outstanding. They genuinely care about their customers and go above and beyond to ensure their financial goals are achieved. The staff is highly knowledgeable and willingly shares their expertise to help you make informed decisions. I am grateful for their assistance and highly recommend their services.

N
Hace 1 año

I recently sought financial advice from a reputabl...

I recently sought financial advice from a reputable company and was impressed with the level of service I received. The team at Freedman Financial provided personalized solutions that fit my unique financial situation. They were responsive and attentive to my needs, and I felt confident in their expertise. I would highly recommend their services to anyone in need of financial guidance.

J
Hace 1 año

I had a positive experience with Freedman Financia...

I had a positive experience with Freedman Financial. Their team was attentive and knowledgeable, and they provided me with valuable insights and advice. Their financial planning services have helped me greatly in managing my finances and achieving my goals. I would definitely recommend them to anyone in need of financial guidance.

M
Hace 1 año

I recently sought financial advice and assistance ...

I recently sought financial advice and assistance from a company, and I'm pleased to say that I had a great experience with Freedman Financial. The team was knowledgeable, friendly, and provided me with practical solutions to improve my financial situation. I appreciate their attention to detail and prompt service. I highly recommend their services.

D
Hace 1 año

The team at Freedman Financial is simply amazing. ...

The team at Freedman Financial is simply amazing. ⭐️ They provided me with exceptional financial advice that helped me secure my future. They took the time to understand my goals and tailored their recommendations to meet my needs. I am incredibly grateful for their expertise and guidance. I cannot recommend them enough! ⭐️

A
Hace 1 año

I recently used the services of a financial compan...

I recently used the services of a financial company and had a great experience. The staff were knowledgeable and provided me with all the information I needed to make informed decisions about my finances. The advice given was practical and I felt like the team at the company genuinely cared about helping me achieve my financial goals. I would recommend their services to anyone in need of financial advice.

Alrededor de Freedman financial

Freedman Financial: su socio para lograr la libertad financiera

Freedman Financial es una firma de planificación financiera que ofrece soluciones financieras integrales y personalizadas para ayudar a individuos y familias a alcanzar sus metas financieras. Con más de 50 años de experiencia en la industria, Freedman Financial se ha establecido como un socio de confianza para los clientes que buscan orientación experta sobre gestión patrimonial, planificación de la jubilación, estrategias fiscales, planificación patrimonial y más.

En Freedman Financial, creemos que la planificación financiera real significa un asesoramiento honesto que se adapta a sus circunstancias únicas. Entendemos que cada cliente tiene diferentes necesidades y objetivos cuando se trata de sus finanzas. Es por eso que nos tomamos el tiempo para conocerlo personalmente antes de crear un plan personalizado que se alinee con sus objetivos.

Nuestro enfoque es inteligente pero sin complicaciones. Creemos en la simplificación de conceptos financieros complejos para que nuestros clientes puedan tomar decisiones informadas sobre su dinero. Nuestro equipo de asesores experimentados trabajará con usted en cada paso del camino para garantizar que tenga una comprensión clara de sus opciones y cómo encajan en su plan financiero general.

Ofrecemos una amplia gama de servicios diseñados para ayudarlo a capitalizar el trabajo de su vida. Ya sea que esté comenzando o a punto de jubilarse, podemos ayudarlo a navegar las complejidades de las finanzas personales con confianza. Nuestros servicios incluyen:

Gestión patrimonial: nuestras estrategias de inversión están diseñadas para ayudar a aumentar y proteger su patrimonio a lo largo del tiempo y, al mismo tiempo, minimizar el riesgo.

Planificación de la jubilación: lo ayudaremos a crear un plan de jubilación diseñado específicamente para sus necesidades para que pueda disfrutar del estilo de vida que desea durante la jubilación.

Estrategias fiscales: trabajaremos con usted para desarrollar estrategias eficientes desde el punto de vista fiscal diseñadas para minimizar los impuestos ahora y en el futuro.

Planificación patrimonial: lo ayudaremos a garantizar que sus activos se distribuyan de acuerdo con sus deseos y, al mismo tiempo, minimicemos los impuestos y otros costos asociados con la transferencia patrimonial.

Soluciones de seguros: ofrecemos soluciones de seguros diseñadas para proteger lo que más importa: desde pólizas de seguro de vida para reemplazo de ingresos o liquidez patrimonial; seguro de invalidez para proteger sus ingresos en caso de accidente o enfermedad; y seguro de atención a largo plazo para ayudar a cubrir los costos de la atención prolongada.

En Freedman Financial, estamos comprometidos a brindar a nuestros clientes el más alto nivel de servicio y experiencia. Creemos que la planificación financiera no es un evento de una sola vez, sino un proceso continuo que requiere una revisión y un ajuste regulares. Es por eso que ofrecemos soporte continuo para garantizar que su plan se mantenga encaminado a medida que sus circunstancias cambian con el tiempo.

En conclusión, si está buscando un socio que pueda ayudarlo a lograr la libertad financiera, no busque más allá de Freedman Financial. Nuestro equipo de asesores experimentados trabajará con usted en cada paso del camino para crear un plan personalizado que se alinee con sus necesidades y objetivos únicos. ¡Contáctenos hoy para programar una consulta y dar el primer paso para lograr la tranquilidad financiera!

Traducido