JACK FREEDMAN, CFP®, NSSA®
My name is Jack Freedman and I was fortunate enough to join Bickling Financial Services shortly after graduating from Bentley University. As a recently minted CFP® professional, I will be able to assist clients with planning for their future in a manner that will bring confidence in their situation to the forefront.
Along with being a National Social Security Advisor, NSSA® certificant holder, another focus of mine is on investments and their suitability for any type of risk level. My quantitative background from school and the ability to analyze portfolios assist our investment committee with understanding and evaluating the suitability of an endless universe of investments. I look forward to being able to service our client base as much as possible toward their financial goals.
Jack works in our Lexington office and can be reached at 781-862-9792 or jack.freedman@bickling.com.
My perfect weekend would consist of golfing, swimming, friends, and plenty of good food.
I am a loyal Celtics, Red Sox, and Patriots fan.
My favorite sport to watch is Basketball.
My favorite place that I have traveled is Israel.
I enjoy going to the gym.