Joseph Freemont Email & Phone Number

As an Associate Advisor at Legacy Planning, I work alongside Matthew Kulp and Melissa Gerhardt as they prepare for client meetings and create and implement financial plans. My intention is to provide individual clients and families with the exceptional level of service that they have come to expect from the Legacy Planning team. After a brief experience as a Financial Services Professional at a national insurance provider, I decided that I wanted to spend more time working directly with clients one-on-one as they planned their financial futures. I reconnected with John Pellosie, a Legacy Associate Advisor and fellow DSU Alumnus, and I soon joined him in working with the Allentown team.I truly enjoy being at the front of the room and presenting. Whether I am underscoring the highlights of a revised financial strategy, addressing a client’s questions on logistics or spinning the turntables as a Disk Jockey, I graciously accept any opportunity to engage with people on a personal level.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Legacy Planning Partners, 3440 Hamilton Blvd., Allentown, PA 18103, 484.765.9100. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Listed skills include Leadership, Presentation Skills, Public Speaking, Accounting, and 16 others.