Freeman Financial - Sarasota, Florida

Address: 1 S School Ave STE 402, Sarasota, FL 34237.
Phone: 9414441225.
Website: freemanfinancialsrq.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Freeman Financial

Freeman Financial 1 S School Ave STE 402, Sarasota, FL 34237

☎️9414441225

⏰ Open Hours of Freeman Financial

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Freeman Financial - Your Trusted Financial Planner in Sarasota

Freeman Financial, located at 1 S School Ave STE 402, Sarasota, FL 34237, is a reputable financial planning firm dedicated to helping individuals and families achieve their financial goals. With their expert knowledge and personalized approach, they have earned a strong reputation in the Sarasota community.

Phone: 9414441225
Website: freemanfinancialsrq.com

Specialties: Financial planner
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

Freeman Financial offers a wide range of financial planning services, including investment management, retirement planning, estate planning, and tax planning. Their team of experienced financial advisors works closely with clients to understand their unique financial situations and develop customized strategies to help them reach their goals.

The company's commitment to excellence is evident in their wheelchair accessible facilities, ensuring that all clients, regardless of their mobility needs, can easily access their services. They also offer online appointments for added convenience, making it easy for clients to schedule consultations at a time that suits them best.

With a strong focus on personalized service and a track record of success, Freeman Financial has earned a 5/5 average rating from their satisfied clients. If you're looking for a reliable and knowledgeable financial planner in Sarasota, look no further than Freeman Financial.

👍 Reviews of Freeman Financial

Ronald W.

5/5

As an attorney practicing in Manatee County, I have had the privilege of working with Freeman Financial with clients for several years. Jamie Freeman and all of his staff have always shown the utmost professionalism, competence and courtesy in all of my dealings with them. My wife is a retired teacher from the Manatee County School District and Freeman Financial has been a tremendous help in advising, investing and securing her retirement assets. Neither of us would hesitate to recommend Freeman Financial to anyone who asked us for the name of a financial advisor. We look forward to working with Jamie and his wonderful family for many years to come.

Melanie M.

5/5

Freeman Financial was highly recommended to me by trusted friends .
From the start, Jamie inspired confidence. He knew the Florida Retirement System inside and out and laid out my options so I could make informed decisions. He didn't hesitate to pick up the phone when we needed information to help my husband wade through financial and insurance concerns when his mother was experiencing prolonged poor health prior to her death, though he had nothing to gain. His help, along with that of his staff, was indispensable as my husband and our families dealt with the financial morass presented while dealing with the estates of both our mothers. (Even my skeptical brother was impressed with how down-to earth and competent Jamie was!)
I have confidence in Freeman Financial and would not hesitate to recommend them.

Bruce R.

5/5

We have been working with Jamie and his sons for over a year now and we are very pleased.
Because we are a few states away we do not get the chance to meet with them in person but they have always responded to any inquiries in a timely and professional manner.
They are a great team and we look forward to working with Jamie in the future.
Bruce and Barbara Roberts.

sandra R.

5/5

As a retired school principal, sound financial planning and investing are of utmost importance. I have worked with Jamie Freeman for 15 years and found him to be honest and wise with my financial matters. I have recommended him to family members because of my trust in him.

D. W.

5/5

We have been dealing with this firm now for over a year. Very satisfied with Mr Freeman and his staff. Questions are answered in a timely manner, updates are regularly sent.
Would recommend giving them a chance if you're in need of financial assistance.

Jan A. J. D.

5/5

They are incredible! They are someone whom you can trust, very knowledgeable about investing and treats you like you are a real person by being interested in you! I would recommend them to the whole world. Call them, you won’t be sorry!

Marie S.

5/5