About Us & Our Services

At Freedom Tax & Financial, we aim to be a trusted, dependable, irreplaceable advisor to our family of clients.  We offer personalized financial strategies with an emphasis on tax savings.  Some of the Complete Financial Services that are offered are:

 

1.      Investment Management*

2.      Financial Planning

3.      Retirement Income Planning

4.      Tax Preparation

5.      Tax Planning

 

Freedom Tax & Financial was founded in 2006.  After many years at some of the biggest Financial firms, Mike and Todd decided that starting a small independent firm would serve their clients' best interests far bettter than staying at a large company.  Feeling strongly that tax issues are an integral part of investment management and financial planning, they had to move away from the large firms to add Tax Services to their client offerings.

Clients get advice and recommendations based on their needs and goals.  There are no proprietary products or "sales quotas".  There are no minimum account balances, whether you are already retired with a substantial nest egg or looking for the best way to assure a comfortable retirement down the road, you can feel comfortable that Freedom Tax & Financial has the tools and knowledge that will help you reach your destination.

Your investments or accounts will be held by well known national financial firms. Brokerage assets will be held by one of the largest clearing firms in the country, Pershing LLC- is the clearing agent for First Allied Securities. 

 

Michael J. Stone, RFC®

Mike Stone has been a Financial Advisor serving clients since 1989, having been extensively trained and working at the Vice President's level at some of the country's largest banks and brokerage firms. (Morgan Stanley, UBS, Shearson Lehman, NBD to name a few.) Mike has an MBA in Finance and Economics, is a Registered Financial Consultant, RFC®.  Mike is an experienced and licensed insurance agent and he also holds the following securities registrations (Series 7,8,24,63,65)

Todd Donofrio, Enrolled Agent

Todd Donofrio has been a Financial Advisor serving clients since 1999 having been extensively  trained and worked at two of the largest Banks UBS and Morgan Stanley.  Todd is our Tax Expert.  As an Enrolled Agent, Todd Donofrio is a federally authorized tax practitioner that can represent clients before the IRS. Todd is an experienced and licensed insurance agent and he also holds the following securities registrations (Series 7,63,65)

We invite clients who desire to have a Financial Advisor who works solely on their behalf to become a part of the Freedom Tax & Financial family:  Independent Advice Free of Outside Influence.  Please contact us by phone or email at  (239)768-0841 or use the contact us link.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck