Marc S. Freedman, CFP<sup>&reg;</sup> - Financial Advisor

Marc S. Freedman, CFP®

President/CEO

Freedman Financial

41 Cross Street, 2nd Floor
Peabody, MA 01960
FINANCIAL ADVISOR'S WEBSITE
(800) 588-8108
+1 More Number
(978) 531-8108
CONNECT WITH Marc
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

General

Marc Freedman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Freedman Financial in Peabody, MA and the surrounding communities.

Financial Advisor Overview

At Freedman Financial we provide "Financial Advice in a Language You Can Understand(r)."

More

Financial Advisor Experience

For more than 50 years, we've been providing financial planning and investment advice to individuals and families living on the North Shore, Merrimack Valley and surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MA, FL, NH
  • Health/disability insurance: MA, FL, NH
  • Fixed annuities: MA, FL, NH
  • Variable annuities: MA, FL, NH

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Investment advice offered through Freedman Financial, a registered investment advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC The LPL registered representative associated with this site may only discuss and/or transact securities with residents to the following states: AZ CA CT FL GA KS MA MD ME MI NH NY SC TN TX
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning

More

Helpful Financial Planning Resources