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.      Tax Planning and Preparation

2.      Investment Management*

3.      Retirement Income Planning

4.      Long Term Care and Life Insurance

5.      Tax Saving Strategies

We provide a broad array of services and advice. As Independent Tax and Financial Advisors,  we coordinate our client’s investments and taxes which benefits you by greater efficiency, accuracy, and clarity.  Additionally, we specialize in retired clients and the unique issues they face with retirement income, long term care, estate planning, etc.  Chances are that we have helped many people just like you and can help guide you through issues you may likely face in the years ahead.

We have serviced hundreds of clients. All of our them are serviced by both Mike and Todd with a “team” approach in order to provide a higher level of service.

As “Independent Advisors”, we have no pressure to sell you any proprietary products or sales quotas. We work solely on your behalf and with your best interests in mind.

We do not recommend frequent trading or making many moves—our intent is not to trade your account, but rather to match solid long term investments and planning to each client’s unique needs.

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.  As your advisor, we do not have access to any of your money.

Our Staff:

 

Michael J. Stone, MBA, 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.  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)

Dave Casterioto

Dave Casterioto has been a Financial Advisor serving clients since 1999 having been extensively  trained and worked at two of the largest Banks  Morgan Stanley and Bank of America.  As an Veterans Benefit Specialist, Dave has assisted hundreds of Veterans. Dave is an experienced and licensed insurance agent and he also holds the following securities registrations  (Series 7,63)

 

We invite both Advisors who are looking to represent their clients interest first and foremost; and 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.