Our Objective

Our mission is not only to safeguard and preserve our clients’ assets, but also to provide an environment that makes our clientele feel at ease with their investments and policies.

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Keeping You On Track

We act as the “personal CFO” for small business owners, executives and medical professionals and utilize our financial knowledge and expertise to help our clients achieve their financial and lifestyle goals.

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Why Work With Us?

We have successfully advised hundreds of clients, all with different needs and requests. At Freedman Kruss & Associates, we specialize in getting to know our clients so that we can provide a customized solution for each person.

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