
Who's The New Guy? Meet Corey Freedman!
Remember when we headed to FOCUS back in July? We brought along a special guest: our newest team member, Corey! In this episode of Dollars & Sense, Marc sits down with Corey, who is currently in training to become an associate financial advisor with our team, to talk about his role on the team, the skills and perspectives he brings to the firm, and why building meaningful client relationships and incorporating care into all we do remain at the heart of our work. As the third generation of Freedman’s to join the firm, Corey offers a unique perspective on where we've been, where we're headed, and what continues to make Freedman Financial special. _____________ LPL Tracking #:1182175 Disclosures: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC . Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.





