freedom differentiator sheet
TRANSCRIPT
SAN JUAN OFFICE
Centro Internacional de Mercadeo Tower One - Suite 205Guaynabo, PR 00968Phone : 787.792.3000Fax : 787.277.0218
CHICAGO OFFICE
500 North Michigan AvenueSuite 300Chicago, IL 60611Phone : 312.396.4175Fax : 312.396.403
toll free : 888.600.6030
At Freedom Advisory, LLC., we understand that each client has manyoptions when it comes to choosing investments. Therefore, we believe that it is helpful for investors to have a disciplined and objective partner who delivers advice based on an intimate understanding of their needs and objectives.
Financial Planning and ConsultingRetirement PlanningTax PlanningInvestment PlanningInvestment ManagementIntegrated Investment Management Design
www.freedom-advisory.com
O U R D I F F E R E N C E S
> We give unbiased advice
> We are not captive to any company’s products
> We take an educational approach rather than a sales approach
> We are willing to take time to continue to review and monitor your portfolio
> We take time to understand your needs
> We take time to explain investment options in detail
> We hire a dedicated team of specialists
> We engage in ongoing training and maintaining our credentials
> We have local expertise with global resources
contact information:
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