Freedom Financial Planning

Independence and Ethics

Financial Planning & Wealth Management | Canandaigua & Rochester

We do not believe in compromise when it comes to representing a client's best interests. The principles that form the foundation of Freedom Financial’s culture are:

Independence. We believe that being intellectually free to recommend virtually any investment to our clients results in the best performance with the least risk to their portfolio. This attitude of giving fair deliberation to the pros and cons of thousands of investment strategies and products is essential to the culture of research and independent thinking at Freedom Financial Planning.

Unbiased advice. Our goals are aligned with your goals.

Long-lasting client relationships. We operate under the premise that our success is based on your success.

We aspire to the highest standards of quality, confidentiality, professionalism, ethics, and personal attention.

Proud supporter of:

Alternatives for Battered Women
Rochester Jewish Film Festival
Center of Holocaust Awareness-CHAI