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 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.
Client Update – Summer 2021
Please watch our latest video update: Jamie sits down to give a quick market update, announces that we have a date set for our
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Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, IL, IN, KS, MI, NV, NM, NY, NC, OH, OK, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Privacy Policy
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