Financial planning is an ongoing and dynamic process, not simply a one-time report and a handful of product recommendations.

With your help, we’ll take a comprehensive look at where you’d like to go in life and hopefully, help you plan that journey.

Our focus is you, where you want to go, and what you want to achieve.

We encourage questions, provide answers, and seek to explain all available options, so you can understand and have the confidence to make informed decisions that are best for you and those you love.

We’re here to listen, we’re here to help.

Contact Us

Call: 650-595-1791 | Fax: 650-595-4317 | Directions

Contact Us

Call: 650-595-1791
Fax: 650-595-4317
Directions

Check the background of investment professionals on FINRA's BrokerCheck.

1601 El Camino Real, Suite 201 | Belmont, California 94002

Call: 650-595-1791 | Fax: 650-595-4317 | Todd@ToddLFreeman.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Todd L. Freeman are not affiliated. This communication is strictly intended for individuals residing in the states of CA, MA, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Todd L. Freeman makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results.

Todd L Freeman