Dedicated to providing excellence in Financial Service with an emphasis on lasting relationships.
Our Mission
Freeman Financial is a family-oriented business. We strive to serve our clients with integrity and excellence. We offer extensive planning and ongoing monitoring of your family’s overall financial health.
Retirement Income Planning
We provide you with a comprehensive yet simple-to-understand Retirement Income Plan to give you a bottom-line net income on which you can base your budget throughout your retirement.
Ongoing Wealth Management
We monitor your financial well-being throughout the different stages of your life so that you can spend time focusing on your life, your family, and your dreams.
Estate & Insurance Planning
We help you develop a foundational plan for your assets throughout retirement as well as a plan for the legacy you'll leave for those you love.
Jamie Freeman
Jamie has been serving the Sarasota/Bradenton area for 20 years. He and his wife Michelle have six sons and one daughter. As a former high school teacher, Jamie has a passion for serving his clients closely and keeps his business very family-oriented.
Client Appreciation Event 2023
Last month was our annual client appreciation lunch and dinner. We feel so humbled to be able to work with so many wonderful families. This
Client Appreciation Event 2022
We know it’s a bit late to be posting about an event that took place in November, but we didn’t want to miss the opportunity
Client Appreciation Event 2021
We are so thankful to have had the opportunity to hold our annual client appreciation luncheon and dinner after 2020 prevented us from doing so.
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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
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