FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Beginning Your
Financial Journey

Life is filled with opportunities. Will you be ready?

» Learn More


Stay involved. Make sure your money works hard for you.

» Learn More

Your Family

Unanticipated events can bring financial hardships. Protect the ones you love.

» Learn More

The Retirement
Savings Dilemma

An exciting yet scary proposition!

» Learn More

Freedman Crossett Financial Services is a boutique insurance and investment agency, utilizing strategic tools that empower us to design and strategies to address our clients’ goals and objectives.

We offer a wide variety of financial products and services to facilitate customized strategies for our clients, which include individuals, families, and business owners. Our experienced and knowledgeable professionals provide a “hands on” approach to financial guidance.

We keep you focused on where you want to go, advise you on how to get there, and remind you of the importance of maintaining a disciplined approach to realizing your goals.

Contact us to discover more about our unique approach and see what we can offer you to provide clarity about your financial future.