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J.Freeman & Associates
8 Pelham Road
Greenville, SC 29615

Phone: 864-331-4400
Fax: 864-331-4401

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Financial Planning & Investments

As a business owner, you know the importance of having a team of skilled advisors to guide you from tax, legal, and financial perspectives. A vital member of that team, J.Freeman & Associates can offer you comprehensive financial advice to help you build and protect your business. 
 
Our advisors can offer guidance across a range of business areas, enabling you to spend your time running your business rather than worrying about it. Such areas include:
  • Business planning and development
  • Business acquisition / capital needs
  • Business succession planning
  • Equipment financing
  • Employee financial management
  • Wealth management
Investment planning is also an important component of what J.Freeman brings to our commercial clients, delivering a high level of expertise in a variety of areas:
  • Tailored investment plan based on your objectives
  • In-depth knowledge of investment options to capitalize on proper allocation and diversification
  • Ability to source the highest return opportunities for your level of acceptable risk
  • Thorough understanding of all taxation implications
  • Continual monitoring and appropriate adjusting of your investment portfolio
Securities offered through Triad Advisors, Inc. Member FINRA/SIPC
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