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Financial Planning

Financial planning is no easy task and having a certified financial planner committed to understanding your short- and long-term goals can be crucial. Our specialists have years of experience collaborating with individuals and businesses to develop a variety of financial plans.

We not only work with you to develop formal plans. We review and suggest updates based on your changing circumstances to achieve your financial goals. Our comprehensive financial planning services include:

Financial decisions can be extremely complex. Let the experienced financial planners of Gelman, Rosenberg & Freedman help you develop and execute a plan you will find satisfying. When you work with us, you can be assured you’ll be working with professionals dedicated to your success.

Related Services
  • Estate Planning

    The administration of an estate can begin as a very personal endeavor but, without expert support from financial planning and tax specialists, can quickly become a complex and technical one. Gelman, Rosenberg & Freedman has decades of experience offering expert guidance in this arena. If you currently or soon anticipate becoming responsible for an estate, call our professionals.

I am so pleased to have Gelman, Rosenberg & Freedman as a resource. I can’t remember ever being so thrilled with an accounting firm during my twenty-five year career. Terri McKnight is solid gold.

Marybeth Long, CPA |  Former Director of Accounting
American Psychiatric Association