Freedom Investment Management Group

Freedom Investment Management Group Freedom Investment Management is an independent wealth management firm serving the Erie and Warren county areas.

At Freedom Investment Management Group we help clients organize and simplify their financial lives. We act as your independent wealth coach and personal "CFO". Our definition of wealth management goes far beyond money. In our opinion "true wealth" is achieved through the balance of family, faith, work, pleasure and financial goals. We will work with those we serve to understand all of these areas

in their lives. We will then design, implement and manage a professionally inspired financial strategy tying all these things together. Lastly, we are INDEPENDENT, we are not owned or beholden to a bank or insurance company so our clients can rest assured that we are objective and independent in the advice and services we provide. Securities offered through LPL Financial, member FINRA/SIPC www.finra.org www.sipc.org. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Freedom Investment Management Group and Gladstone Institutional Advisory are separate entities from LPL Financial. 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. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, FL, MA, MD, NC, NY, OH, PA, SC, VA, and WI

🍦☀️ Thank You for Helping Us Scoop Up the Summer! ☀️🍦We had a fantastic time at our 4th Annual Scoop Up the Summer event...
06/19/2026

🍦☀️ Thank You for Helping Us Scoop Up the Summer! ☀️🍦

We had a fantastic time at our 4th Annual Scoop Up the Summer event we hosted on Thursday, June 18th!

A special thank you to Three Hounds Creamery for bringing their amazing ice cream truck and helping make the day such a sweet success. We’re grateful for your partnership and the delicious treats enjoyed by all.

Most importantly, thank you to everyone who attended, stopped by, and spent part of your day with us. We love having the opportunity to connect with our community, clients, friends, and neighbors while celebrating the start of summer together.

We appreciate your continued support and look forward to seeing you again next year!

Swipe through for some of our favorite moments from this year's event!

We are closed today and will be back in the office on Monday at 8:30AM.
06/19/2026

We are closed today and will be back in the office on Monday at 8:30AM.

06/18/2026

We are closed tomorrow for Juneteenth and will be back in the office on Monday at 8:30AM. Have a wonderful weekend!

06/18/2026
This month, Freedom Investment Management Group is covering common retirement questions many people face before making t...
06/17/2026

This month, Freedom Investment Management Group is covering common retirement questions many people face before making the transition.

How much should you save? When should you take Social Security? How do 401(k) withdrawals work? What role do taxes and health care costs play?

Our latest article breaks down what to know before retirement.

Read the full article here: https://freedomwealthcoach.com/top-money-mistakes-made-in-retirement-how-to-avoid-them/

Today we're celebrating a very special milestone—9 years with Freedom Investment Management Group!Congratulations to Reg...
06/05/2026

Today we're celebrating a very special milestone—9 years with Freedom Investment Management Group!

Congratulations to Regina on her 9th work anniversary. Over the past nine years, she has been an invaluable part of our team, bringing dedication, professionalism, and a genuine passion for helping others to everything she does.

What truly sets her apart is the exceptional care and top-tier service she provides to our clients each and every day. She goes above and beyond to ensure clients feel supported, valued, and confident, and her commitment has helped build lasting relationships that reflect the values of our firm.

We are incredibly grateful for her hard work, positive attitude, and the impact she has made on both our team and our clients. Thank you for nine wonderful years of service, loyalty, and excellence. We are proud to celebrate this milestone with you and look forward to many more years of success together!

Please join us in celebrating this outstanding achievement.

Happy 9th Anniversary, Regina!

Address

Erie, PA

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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