Financial & Retirement Planning

Whether you are a first time investor looking for advice or a seasoned Wall Street veteran, J.Freeman & Associates, Inc. has the people and resources to help with your financial and retirement planning needs. An independent firm serving Greenville, Spartanburg, and Anderson, SC, we have analysis tools and contacts to create an investment plan that will get you where you want to go.  We have close associations with a wide variety of money managers and investment firms, enabling us to suggest investment products that fit your needs precisely.  And our financial planning recommendations always come with a full rationale – in terms you can understand.

Let J.Freeman & Associates, Inc. help you establish a financial and retirement planning strategy that meets your unique needs. We work with you to break down your finances: identify where you stand, set financial goals, get organized, find the best use of your money, pick the right investment mix, select the right 401(k), monitor your investments, and start your estate plan.

Investment Products & Services

Specialized investment products and services:

  • Stock Portfolio Management
  • Mutual Funds
  • 401(k)s and Pensions
  • IRAs
  • Fixed Annuities
  • Variable Annuities
  • Bonds
  • Alternative Investments

Financial Planning Resources

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Serving Greenville, Spartanburg, and Anderson, SC

At J.Freeman & Associates, Inc., we provide comprehensive financial and retirement planning for clients in Greenville, Spartanburg, and Anderson, SC, as well as surrounding areas. Let our experienced local team develop an investment strategy to fit your needs. For more information about our services, please contact us today.