Freedom Financial Advisors - Bethesda, Maryland
Address: 6430 Rockledge Dr # 504, Bethesda, MD 20817, United States.
Phone: 3015301174.
Website: freedomfinancialmd.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.
📌 Location of Freedom Financial Advisors
Okay, here’s a detailed overview of Freedom Financial Advisors, presented in a formal and helpful style, suitable for someone considering their services:
Freedom Financial Advisors: A Comprehensive Overview
Freedom Financial Advisors is a financial planning firm dedicated to helping individuals and families achieve their long-term financial goals. Located in Bethesda, Maryland, the firm operates from its office at 6430 Rockledge Dr # 504, Bethesda, MD 20817, United States. Individuals seeking expert guidance in wealth management, retirement planning, and investment strategies will find Freedom Financial Advisors to be a valuable resource. They maintain a commitment to personalized service and a client-centric approach.
Contact Information & Accessibility
Potential clients can easily reach Freedom Financial Advisors via telephone at 301-530-1174. The firm’s website, freedomfinancialmd.com, provides a wealth of information about their services, team members, and investment philosophy. It’s highly recommended to schedule an appointment to discuss your specific needs. Furthermore, the firm demonstrates a strong commitment to accessibility, offering a wheelchair-accessible car park and wheelchair-accessible entrance, alongside a dedicated wheelchair-accessible toilet. Standard restroom facilities are also available.
Specializations and Services
Freedom Financial Advisors specializes in providing comprehensive financial planning services. This typically encompasses:
- Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
- Investment Management: Creating and managing diversified investment portfolios tailored to individual risk tolerance and financial objectives.
- Estate Planning: Assisting with strategies to protect and transfer assets efficiently.
- Tax Planning: Identifying opportunities to minimize tax liabilities.
- Education Funding: Helping families plan and save for their children’s educational expenses.
Client Experience & Reputation
Freedom Financial Advisors currently holds two reviews on Google My Business, resulting in an average opinion of 3/5. While specific feedback varies, the firm’s dedication to knowledgeable and innovative advisors appears to be consistently highlighted. It suggests a focus on building strong, trusting relationships with clients and delivering tailored solutions.
Additional Points of Interest
Appointments are strongly recommended to ensure adequate time for a thorough consultation and to allow the advisor to fully understand your financial situation. The firm prioritizes client comfort and convenience, ensuring a welcoming and accessible environment.
Overall, Freedom Financial Advisors presents itself as a professional and dedicated financial planning firm striving to provide personalized service and guidance. Further research and direct contact are encouraged for anyone seeking expert financial advice.
👍 Reviews of Freedom Financial Advisors
