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

Start Crafting Your Perfect Paradise

Freedman Crossett Financial Services is a boutique insurance and investment agency, utilizing strategic tools that empower us to design and strategize 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.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Sound Financial Strategies For Today's Markets

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

Market Snapshot

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