Freedom Capital Advisors - Clermont, Florida

Freedom Capital Advisors: A Comprehensive Overview

For individuals and families seeking expert investment services, Freedom Capital Advisors presents a compelling option. Located at 12033 Garnet Dr, Clermont, FL 34711, United States, this firm offers a personalized approach to financial planning and wealth management. With a dedicated team and a commitment to client success, Freedom Capital Advisors is positioned as a valuable resource for those navigating the complexities of the financial landscape.

About Freedom Capital Advisors

Freedom Capital Advisors operates as a registered investment advisor, specializing in providing tailored financial solutions. They distinguish themselves through a client-centric philosophy, prioritizing understanding each client’s unique goals, risk tolerance, and financial situation. The firm’s core mission revolves around helping clients achieve their long-term financial objectives, whether that involves retirement planning, estate planning, education savings, or general wealth accumulation. They emphasize a collaborative approach, working closely with clients to develop and implement investment strategies that align with their individual needs.

Location and Accessibility

The firm’s physical address is 12033 Garnet Dr, Clermont, FL 34711. This location in Clermont, Florida, provides convenient access for clients in the surrounding area. Furthermore, Freedom Capital Advisors demonstrates a commitment to inclusivity by offering a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access their services. This accessibility feature significantly enhances the firm’s commitment to serving a diverse clientele.

Services Offered

Freedom Capital Advisors provides a comprehensive suite of investment services, including:

• Retirement Planning: Assistance in developing strategies to secure a comfortable retirement.
• Investment Management: Portfolio construction and ongoing management to align with client goals.
• Financial Planning: Holistic planning encompassing budgeting, cash flow management, and tax optimization.
• Estate Planning: Guidance on strategies to protect and transfer wealth.
• Education Savings Planning: Helping families save for college or other educational expenses.

They cater to a range of client needs, from individual investors to families and small business owners. The firm’s approach is adaptable, allowing them to tailor their services to each client’s specific circumstances.

Client Feedback and Reputation

Freedom Capital Advisors has garnered positive feedback from its clients, as evidenced by its 4.5/5 rating on Google My Business. This indicates a strong level of client satisfaction. Here’s a summary of what clients are saying:

• “Highly recommend The team is knowledgeable, responsive, and genuinely cares about my financial future.”
• “I appreciate their personalized approach and the clear explanations they provide. They’ve helped me feel much more confident about my investments.”
• “Excellent service and a trustworthy team. I’ve been a client for several years and have always been impressed.”

These testimonials highlight the firm’s dedication to client service and its ability to build strong, long-term relationships. It’s important to note that a total of 4 reviews are available on Google My Business, offering a representative sample of client experiences.

Contact Information

To learn more about Freedom Capital Advisors and discuss your financial needs, you can:

• Call: 4076142006
• Visit their website: freedomcapitaladvisors.com

Their website provides detailed information about the firm’s services, team members, and investment philosophy. The website also features resources for clients to learn more about financial planning and investment strategies.

Key Features and Benefits

In conclusion, Freedom Capital Advisors presents itself as a reputable and client-focused investment service provider. Their dedication to accessibility, combined with their experienced team and commitment to personalized planning, makes them a worthwhile consideration for individuals and families seeking professional financial guidance. The positive client feedback further reinforces their strong reputation within the Clermont, Florida community and beyond.