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 as an Independent Financial Services Company in 2006.  After many years at some of the biggest Financial firms, Mike Stone decided that starting a small independent firm would serve his 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, he added Tax Services to his client offerings.

Clients get independent advice and recommendations based on their unique 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- as the clearing agent for First Allied Securities. 


Michael J. Stone, MBA, AIF

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 Hutton, Dean Witter, and the National Bank of Detroit to name a few.) Mike has an MBA in Finance and Economics. He is an Accredited Investment Fiducuiary, AIF®  Mike is an experienced and licensed insurance agent and he also holds the following securities registrations (Series 7,8,24,63,65)