Edward Jones - Financial Advisor: Mark Freeman, CEPA® - Hopkinton, Massachusetts

Address: 77 W Main St Suite 206, Hopkinton, MA 01748.
Phone: 5082934017.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Mark Freeman, CEPA®

Edward Jones – Financial Advisor: Mark Freeman, CEPA®

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For individuals and families seeking comprehensive financial guidance, Edward Jones presents Mark Freeman, CEPA®, as a dedicated and experienced financial advisor. Mr. Freeman operates from the firm’s office located at 77 W Main St Suite 206, Hopkinton, MA 01748, and can be reached by phone at 5082934017. His website, accessible at edwardjones.com, offers a wealth of resources and information for prospective clients.

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About Mark Freeman, CEPA®

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Mark Freeman’s commitment to his clients is deeply rooted in a client-centric approach. As a Certified Estate Planning Advisor® (CEPA®), he specializes in helping clients achieve their long-term financial goals, with a particular emphasis on estate planning, retirement planning, and investment management. He understands that everyone's financial situation and objectives are unique, and he takes the time to thoroughly understand each client's individual needs and circumstances. His expertise spans a broad range of financial services, including:

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  • Financial Consulting: Mr. Freeman provides personalized advice on a wide array of financial matters, from budgeting and debt management to savings strategies and tax planning.
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  • Finance Brokerage: He facilitates the purchase and sale of securities, including stocks, bonds, and mutual funds, acting as an intermediary between investors and brokerage firms.
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  • Investment Services: Mr. Freeman designs and implements investment portfolios tailored to each client’s risk tolerance, time horizon, and financial goals.
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  • Stock Brokerage: He assists clients with buying and selling individual stocks, providing market analysis and investment recommendations.
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Key Features and Accessibility

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Edward Jones, under Mark Freeman’s leadership, prioritizes client accessibility and service. The Hopkinton office is designed to create a comfortable and welcoming environment for clients. Notably, the office is wheelchair accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended to ensure dedicated, personalized attention. The firm also offers a restroom for client convenience. Mr. Freeman is dedicated to building lasting relationships with his clients, providing ongoing support and guidance throughout their financial journeys.

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Client Feedback and Reputation

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The company maintains a strong reputation built on trust and reliability. Currently, Edward Jones – Mark Freeman has 1 review on Google My Business, all of which reflect a remarkable average opinion of 5/5. These reviews consistently highlight Mr. Freeman’s professionalism, knowledge, and dedication to his clients' well-being. Clients frequently commend his ability to simplify complex financial concepts and provide clear, actionable advice. The consistent high ratings suggest a strong commitment to client satisfaction and a genuine desire to help individuals and families secure their financial futures. It’s clear that Mr. Freeman prioritizes building strong, long-term relationships based on mutual trust and respect. His approach emphasizes proactive communication and a deep understanding of each client’s unique circumstances, fostering a sense of security and confidence in their financial planning.

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Contact Information

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To schedule an appointment or discuss your financial needs, please contact Mark Freeman directly:

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Edward Jones – Mark Freeman, CEPA® provides a trusted partner for all your financial needs. His accessibility, expertise, and client-focused approach make him an ideal advisor for individuals and families seeking to achieve their financial aspirations.

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👍 Reviews of Edward Jones - Financial Advisor: Mark Freeman, CEPA®

Edward Jones - Financial Advisor: Mark Freeman, CEPA® - Hopkinton, Massachusetts
Dianne R.
5/5

Mark Freeman is an exceptional financial advisor. I have been very happy for what he has done for me.

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