550 Broadway Ave.,
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Jerry Style, August Lentricchia, and Cheryl Seward through their affiliation with Avantax.
Owner, Chief Financial Advisor, Tax Preparer
Cheryl is a Financial Advisor with over 15 years' experience here to guide your family and your business towards reaching their financial goals. She offers a holistic approach to total financial well-being from investment and...
Investment Advisor Representative, Tax Preparer
August has been an important member of the Freedom team since July 2001. He was formerly affiliated with a major regional tax preparation and financial services firm.
Laurie is in charge of inputting all tax information we gather by our tax clients. Every tax return here at Freedom Tax is reviewed thoroughly: Once by Laurie, once by an assistant and once by your accountant.
Consultant, Certified Financial Planner®
Jerry is a founding member and principal of Freedom Tax and Business Services, LLC and Freedom Financial Services, LLC prior to founding Freedom Tax and Financial Services.