Freeman Financial - Sarasota (FL)

5 /5 sandra russell: As a retired school principal, sound financial planning and investing are of utmost importance. I have worked with Jamie Freeman for 15 years and found him to be honest and wise with my financial matters. I have recommended him to family members because of my trust in him.

5 /5 Melanie McKeever: Freeman Financial was highly recommended to me by trusted friends . From the start, Jamie inspired confidence. He knew the Florida Retirement System inside and out and laid out my options so I could make informed decisions. He didnt hesitate to pick up the phone when we needed information to help my husband wade through financial and insurance concerns when his mother was experiencing prolonged poor health prior to her death, though he had nothing to gain. His help, along with that of his staff, was indispensable as my husband and our families dealt with the financial morass presented while dealing with the estates of both our mothers. (Even my skeptical brother was impressed with how down-to earth and competent Jamie was!) I have confidence in Freeman Financial and would not hesitate to recommend them.

5 /5 Bruce R: We have been working with Jamie and his sons for over a year now and we are very pleased. Because we are a few states away we do not get the chance to meet with them in person but they have always responded to any inquiries in a timely and professional manner. They are a great team and we look forward to working with Jamie in the future. Bruce and Barbara Roberts.

5 /5 Ronald Witt: As an attorney practicing in Manatee County, I have had the privilege of working with Freeman Financial with clients for several years. Jamie Freeman and all of his staff have always shown the utmost professionalism, competence and courtesy in all of my dealings with them. My wife is a retired teacher from the Manatee County School District and Freeman Financial has been a tremendous help in advising, investing and securing her retirement assets. Neither of us would hesitate to recommend Freeman Financial to anyone who asked us for the name of a financial advisor. We look forward to working with Jamie and his wonderful family for many years to come.

5 /5 D. W.: We have been dealing with this firm now for over a year. Very satisfied with Mr Freeman and his staff. Questions are answered in a timely manner, updates are regularly sent. Would recommend giving them a chance if youre in need of financial assistance.