J Freeman & Associates

J Freeman & Associates is a financial planner in Greenville, SC. For nearly 20 years, the firm has provided customized wealth and risk management solutions to individuals, small- and mid-size businesses, and nonprofits. Their service offerings include retirement planning, education planning, brokerage and trading, annuities, trusts and estates, charitable giving, and business planning, including mergers and acquisitions. The firm holds a 5.00 rating.

The firm operates using a family office model, focusing on building strong personal connections and mutual trust with clients. Led by CEO Jason Freeman, who brings over 25 years of experience in wealth and risk management, the team provides tailored advice to help clients meet specific objectives. Their approach extends beyond financial planning and insurance to include connecting clients with essential estate planning, legal, and accounting relationships. As an independent firm, J Freeman & Associates utilizes a wide range of curated resources and solutions to assist with succession planning, employee benefits, and legacy planning.

The business maintains a well-optimized website that search engines read cleanly, ensuring their information is easily accessible.

J Freeman & Associates provides dedicated expertise and personalized service to help the individuals and businesses of Greenville, SC, secure their financial futures.