About Freedom Investment Management Group
Freedom Investment Management Group is a financial advisory firm built on clarity, trust, and results. The team employs a personalized, four-step process designed to simplify decision-making and align financial life with a client's personal vision. They emphasize a customized approach, individualizing portfolios to best serve each client rather than using a corporate-minded model. Clients consistently report a high level of satisfaction with the knowledgeable, friendly, and easily approached team. The firm provides ongoing support through unbiased weekly communications and educational articles on financial planning, estate planning, wealth management, and tax laws. Reviews highlight the team's unparalleled support, care, attention to detail, and dedication. They are noted for providing essential advice, direction, and assurance through all stages of planning, from preparing for retirement to adapting to ongoing financial changes. Clients express strong confidence in their rapport with the firm and recommend them to family and friends. The overall experience is described as empowering, providing the specific guidance needed to make confident decisions and achieve financial goals for retirement and beyond.
Rob and Margo of FIMG show they are interested and care about you as person and not just another account. They sit down and talk to you and get know you, your wants and needs prior to building a financial plan tailored to you. I find them trustworthy, knowledgeable, and a joy to work with.
Following Rob from PNC to Freedom Investment Management Group was a no-brainer. Rob had already proven his integrity and desire to guide me with a customized financial plan for my future. At the onset of opening FIMG, Rob and the team had one-on-one sessions with clients to explain the platform that FIMG is based on. It is a platform that allows the Wealth Coaches to individualize portfolios to best serve each client, unlike many corporate minded investment firms. At FIMG, all of the team I’ve interacted with have been easily approached and good-natured about financially guiding me. Investing through FIMG has continued to be a wise decision. And I remain confident in...read full review
My husband and I cannot say enough good things about the Freedom Investment Management Group. We are so pleased with the weekly unbiased communications from Rob, including educational articles on financial planning, estate planning, and wealth management, all of which are helpful. The team at FIMG is knowledgeable and friendly and we recommend them to our family and friends. We are thankful for their hard work and dedication.