Marc Freedman Cfp® At Freedman Financial Email and Phone Number
Marc Freedman Cfp® At Freedman Financial work email
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Marc Freedman Cfp® At Freedman Financial personal email
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Marc Freedman Cfp® At Freedman Financial phone numbers
FINANCIAL ADVISORA second generation certified financial planner, CFP® and founder of MSF Productions, I've made it my personal crusade to communicate 'Financial advice in a language you can understand™',AUTHOR For Consumers - Latest book 'Retiring for the GENIUS', is designed to help 'Mass Affluent Retirees' prepare and live in retirement. Available at Amazon. (* 'Retiring for the Genius' is not affiliated with or endorsed by LPL Financial.*)For Advisors - The best-selling 'Oversold and Underserved, is a financial planner’s guidebook to serving the Mass Affluent'. SPEAKERWhether a Consumer; Advisor or Executive Team audience, tailored presentations are created for each event covering topics requested by the host; latest trends in the financial planning profession, best practices and/or practice management issues. International audiences have included: Singapore, Germany, Brazil, Austria, Fiji, Thailand and the Netherlands. THOUGHT LEADER to ADVISORSI created turnkey White Board Videos that help an advisor share real world financial challenges and potential resolution to clients/prospects.EXPERT GUEST ON:📺 Fox25 Morning News, quoted in national media outlets like the Wall Street Journal, Reader’s Digest, Money Magazine, Business Week, USA Today, Washington Post, Fortune Magazine, The Journal for Financial Planning, Financial Planning Magazine, Investment Advisor Magazine and the Boston Globe.RADIO HOST🎙 ‘Dollars & Sense’ Providing straight-forward, easy-to-understand, financial advice in a language you can understand. Show Podcast: https://www.freedmanfinancial.com/our-radio-show-dollars-and-sense________________________________________________Contact me at: ☎: (978) 531-8108 | email: marc@freedmanfinancial.com | Freedman Financial 41 Cross St, 2nd Floor Peabody, MA 01960
Freedman Financial
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Ceo/President OwnerFreedman Financial Jul 1991 - PresentPeabody, Ma, UsOwner and President* of a second generation, community-based financial planning firm serving individuals and families living on the North Shore of Boston. The firm serves more than 550 clients, managing more than $700M as of January 2024 and providing comprehensive financial planning services. We seek to provide our clients confidence through sound genuine financial planning strategies.(*Named President in 2007) Securities offered through LPL Financial, Member FINRA/SIPC. | Please refer to 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.freedmanfinancial.com.
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Lpl Financial Registered RepresentativeLpl Financial Jul 1991 - PresentSan Diego, Ca, UsInvestment advice offered through Freedman Financial, a registered investment advisorand separate entity from LPL Financial.Securities offered through LPL Financial, Member FINRA/SIPC. -
Founding PresidentCongregation Ahavat Olam, North Andover Jul 2022 - PresentCongregation Ahavat Olam was launched with the belief that Jews around the world need to celebrate being Jewish. We are agnostic to whether you grew up Reform, Conservative, Orthodox or some other variation. We don't judge you based on the flag you fly, the hat you wear, when you light your candles, the number of days you celebrate a holiday or what you wear to shul. You will always be welcome - and made to feel welcome. Led by Rabbi Idan Irelander, our services, programs and spirituality is delivered through our collective love and appreciation of music. It is central to how we deliver our message, and I welcome you to learn more about us. www.ahavatolam4all.org. Want to receive our weekly newsletter? Drop me a message.
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Author Of 'Retiring For The Genius | Motivational Speaker | Financial LiteracyMsf Productions Oct 2007 - PresentLatest Book 'RETIRING FOR THE GENIUS' Now available on Amazon, Get your copy here: www.amazon.com/Marc-S.-FreedmanI am currently booking speaking opportunities and book signings for 2016 calendar year for the following groups: ❶ Client/consumer facing audiences with the desire to LEARN and increase their financial literacy levels.❷ Investment Companies Seeking the Secrets on How Their Wholesalers Can Get Their Foot in the Door of Independent Advisor Offices. ❸ Investment Companies/BDs/Associations - on Helping Advisors Gain Greater Traction and Profitability from the Mass Affluent Marketplace.“Retiring for the Genius is not affiliated with or endorsed by LPL Financial.”
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On Air Host "Dollars & Sense" Radio Show 104.9 8A-9A Every Sunday 🎧North Shore 104.9 Fm Jan 2013 - May 2023Us🎧 Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice in a language you can understand.If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.comTune in Sunday mornings 8:00 - 9:00a for Dollars & Sense with Freedman Financial our weekly radio program. www.northshore1049.com -
On Air Host "Dollars & Sense" Radio Show96.9Fm Wtkk Boston Talks Jan 2012 - Jan 2013Tune in Sundays from 4-5pm for Dollars & Sense with Freedman Financial for our weekly live call-in radio program, where listeners can ask question about financial planning topics. www.969bostontalks.com
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AuthorFpa Press - Author Oct 2007 - 2012Recently published the book. "Oversold and Underserved - a financial planner's guide to serving the mass affluent" Available 10/1/08 in the FPA Store at www.fpanet.org
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MemberFinancial Planning Association 1991 - 2011Denver, Colorado, Us -
Entertainer And Messenger Of Goodwill 🎶Up With People 1985 - 1986
Marc Freedman Cfp® At Freedman Financial Skills
Marc Freedman Cfp® At Freedman Financial Education Details
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Babson CollegeMarketing -
University Of Massachusetts AmherstMarketing
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Up With PeopleCommunications And International Relations
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Peabody High School
Frequently Asked Questions about Marc Freedman Cfp® At Freedman Financial
What company does Marc Freedman Cfp® At Freedman Financial work for?
Marc Freedman Cfp® At Freedman Financial works for Freedman Financial
What is Marc Freedman Cfp® At Freedman Financial's role at the current company?
Marc Freedman Cfp® At Freedman Financial's current role is President/CEO Freedman Financial CFP® | Keynote Speaker | Author | Financial Thought Leader | HOST Dollars & Sense.
What is Marc Freedman Cfp® At Freedman Financial's email address?
Marc Freedman Cfp® At Freedman Financial's email address is ma****@****049.com
What is Marc Freedman Cfp® At Freedman Financial's direct phone number?
Marc Freedman Cfp® At Freedman Financial's direct phone number is +197885*****
What schools did Marc Freedman Cfp® At Freedman Financial attend?
Marc Freedman Cfp® At Freedman Financial attended Babson College, University Of Massachusetts Amherst, Up With People, Peabody High School.
What are some of Marc Freedman Cfp® At Freedman Financial's interests?
Marc Freedman Cfp® At Freedman Financial has interest in Family, Disney, New England Patriots, Financial Planning Association (Fpa), Red Sox, Karaoke, Piano, Up With People, Financial Planning, Celtics.
What skills is Marc Freedman Cfp® At Freedman Financial known for?
Marc Freedman Cfp® At Freedman Financial has skills like Retirement Planning, Financial Planning, Investments, Investment Advisory, Financial Advisory, Public Relations, Wealth Management, Asset Management, Retirement, Mutual Funds, Portfolio Management, Long Term Care.
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