Adam Freeland [ChFEBC℠]
836 South Main Street
Suite 105
Bel Air, MD 21014
Original Certification Date: 12/21/2023
ChFEBC℠ Number: 13B210A2F
Organization: Harford Financial Group
Broker Dealer: Cambridge Investment Research, Inc
Phone: 410-838-2992
Fax: 410-836-8454
Email: adam@harfordfinancialgroup.com
Website: www.harfordfinancialgroup.com
States Currently Licensed: MD
State Insurance License #: RPI 99961802
CRD #: 5202675
CFP #: 154402
Primary Insurance: We are an independent holistic wealth management company, we have the ability to work with almost all insurance companies for insurance products that include annuities, life insurance, long-term care insurance, medicare supplements, and other insurance products. We can work with virtually any company as long as they have high rating. We match up best interests of clients with companies that will best serve them.
Primary Investment: We are an independent holistic wealth management company, we have the ability to work with almost all investment companies for security products such as mutual funds, exchange traded funds, individual stocks, individual bonds, and other securities. We are licensed to provide these products through Cambridge Investment Research, Inc. We match up best interests of clients with companies that will best serve them.
Services: We are a comprehensive holistic wealth management company who helps clients identify vulnerabilities in the 5 pillars of financial planning that include retirement income/cash flow, tax management, asset management, asset protection and estate and legacy planning. Our core expertise is retirement income planning and tax management using bucket plan process.
Additional Information: We are fiduciaries who believe in always doing what is in the best interest of the client. We are fee based firm who provides advanced planning for high net worth individuals. We help clients integrate pensions with SS and assets from their portfolio to create reliable retirement income plan.