There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those tha
t address your unique situation. Products and services include:
Individual Retirement Accounts (IRA), 403b, 457, 401k
Annuities
Mutual funds
529 qualified tuition plans
Simplified Employee Pension Plans
Life insurance
Long-term care and disability insurance
Freedom Financial Planning proudly offers financial services such as retirement planning, financial planning, wealth management, insurance, 401k and 403b rollover, TIAA-CREF in Rochester and Canandaigua. www.finra.org
www.sipc.org
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are registered to sell Securities in the following states: (CA, DC, FL, MD, MI, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT, WA)
Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of (CA, DC, FL, NC, NJ, NM, NY, OH, OK, PA, TX, VT, VA). No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
