Freeman & Davis LLP, Certified Public Accountants. New York. Accounting, financial planning, domestic and international tax services.

Phone:
(212) 594.8155
Fax:
(212) 465.0520

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Financial Planning Services

personal_finance.jpg (12356 bytes) We have been providing financial and investment planning services to our business and individual clients for over 20 years. We are leaders in our profession in providing these services directly to and for our clients. Our personal knowledge of the financial needs of our clients and their families results in more effective, well constructed and successful investment plans.

To meet the costs of college education, home ownership, retirement and estate tax obligations, every family must implement long-term investment plans to successfully achieve their objectives.

Success Story
The trustees of an employer pension plan retained us to review its investment portfolio and suggest changes to increase the plan's current yield, at minimal additional risk. Our advice for the reallocation of investment assets significantly increased the plan's annual yield and total return. The reallocation of assets also resulted in a further benefit for the trustees; enhanced protection from charges of breach of fiduciary duty, in that an allocation of pension assets must include "fixed income" as well as "equity" types of investments.

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We are very proud of the growth and success of our financial planning and investment advisory services.

Are you interested in receiving a copy of our
Most Recent Annual Mutual Funds Survey?

We would welcome the opportunity to help you to reach your financial goals.

Please contact us:
Freeman & Davis LLP
14 Penn Plaza
(225 West 34th Street)
New York, NY 10122-0397

Tel: 212 594-8155
Fax: 212 465-0520
email: info@freemandavis.com

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