Tax & Financial Group
Matt Freeman, CFA is a Director of Investment Advisory Services at Tax & Financial Group, with previous experience as an Investment Services Analyst at Securian Financial. Matt holds a Bachelor of Arts degree in Political Science and History from the University of Michigan, and attended King's College London for further education. Matt is a well-educated professional with a background in investment analysis and field support.
Tax & Financial Group
Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. TFG provides a wide range of financial services in the following areas: Financial Planning Investment Management Business Planning Insurance Services Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.