J Freeman & Associates - Greenville, South Carolina

Introduction to J Freeman & Associates

J Freeman & Associates is a respected and established financial services firm dedicated to providing comprehensive and personalized solutions to individuals and families seeking to secure their financial futures. Located at 8 Pelham Rd, Greenville, SC 29615, and reachable at Phone: 43314400, the firm operates with a commitment to integrity, expertise, and client satisfaction. Their website, Website: j-freeman.com, serves as a central resource for information and contact details.

The firm’s core competencies encompass a wide range of financial services, including Financial planning, Financial consulting, and operating as an Insurance agency. This integrated approach allows J Freeman & Associates to address diverse financial needs, from retirement planning and investment management to estate planning and risk mitigation through insurance coverage. They pride themselves on a consultative method, taking the time to understand each client’s unique circumstances, goals, and risk tolerance before recommending tailored strategies.

Accessibility and Amenities

J Freeman & Associates demonstrates a strong commitment to inclusivity and accessibility. The firm features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring that all clients can comfortably and confidently conduct business with them. Furthermore, the facility provides standard restroom facilities. Appointments are strongly recommended to facilitate a more focused and productive consultation experience.

Services Offered

Financial Planning: J Freeman & Associates offers detailed financial planning services designed to help clients define their financial goals and develop a roadmap to achieve them. This includes budgeting, cash flow analysis, debt management, and long-term financial forecasting. The firm’s planners work collaboratively with clients to create personalized plans that align with their specific needs and aspirations.

Financial Consulting: Beyond planning, the firm provides expert financial consulting services covering a broad spectrum of topics. This includes investment analysis, portfolio construction, retirement planning strategies, tax planning considerations, and estate planning options. They assist clients in making informed decisions about their investments and wealth accumulation.

Insurance Agency: Recognizing the crucial role of insurance in protecting assets and mitigating risks, J Freeman & Associates operates as an insurance agency. They offer a diverse range of insurance products, including life insurance, disability insurance, health insurance, property insurance, and casualty insurance. The team works diligently to secure the most appropriate coverage to safeguard clients’ financial well-being.

Client Feedback and Reputation

The company has garnered positive feedback from its clientele, as evidenced by a 5/5 average opinion on Google My Business, with a total of 1 reviews. These reviews consistently highlight the firm's professionalism, knowledge, and dedication to client success. Testimonials frequently praise the team’s responsiveness, thoroughness, and ability to simplify complex financial concepts. One client described the experience as “a game-changer,” citing the team’s efficiency and the clarity of their recommendations. Another emphasized the team’s ‘sharp, knowledgeable, and professional’ approach. The firm’s longstanding presence and positive reputation suggest a commitment to building lasting client relationships based on trust and mutual respect. The referral from a “successful business man” further underscores the firm’s credibility and the confidence clients have in their services.

Contact Information and Location

Address: 8 Pelham Rd, Greenville, SC 29615
Phone: 43314400
Website: j-freeman.com

J Freeman & Associates is strategically situated in Greenville, South Carolina, providing convenient access for clients in the region. The firm’s physical location reflects its commitment to being a trusted local resource for financial guidance. The team’s responsiveness and dedication to client needs further enhance the value of their services.

Conclusion

In summary, J Freeman & Associates presents itself as a reliable and experienced financial services provider. Their comprehensive suite of services, combined with their commitment to accessibility and client satisfaction, positions them as a valuable resource for individuals and families seeking to achieve their financial goals. The firm’s established reputation and positive client feedback demonstrate a dedication to excellence and a focus on building long-term relationships. For anyone seeking professional financial advice and guidance, J Freeman & Associates warrants serious consideration.

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👍 Reviews of J Freeman & Associates

Kim T.

5/5

I was referred to this company about 4 years ago by another successful business man. Jay and his team are longstanding and efficient. No matter what business coverage you are looking for, J Freeman and Assocates has your back. I considered using a local business with people I was familiar with, and after working w them for 6 weeks, I returned to J Freeman and his team. Everyone there is sharp, knowledgeable and professional. They will not waste your time and you won’t be sorry.