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Freestone Securities, Llc.




Freestone Securities, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The firm has gathered a sharp-minded team in financial analysis, planning, and strategy. Their core investment philosophy relies on a time-tested and proven approach - balance and diversification with a dose of opportunistic bargain hunting when risk and reward are on their side. Over the years, their experience and their proprietary research have allowed them to gather and test unique insights into the marketplace and put what they have learned to work for their clients.

The Freestone investment approach employs intricately diversified Alternative Investment Portfolios designed to provide growth with stability. While not immune from market corrections, we strive to construct portfolios that help shield you from market swings. Several of their professionals are CPAs; each one specialized in different areas of tax strategies. Estate taxes are assessed on a graduated scale ranging from 18 percent to 55 percent. Tax credits for charitable giving are society's reward for a noble deed. But there's more to charity than writing a check. You can donate stock, property, cash, any asset of value. And there are several methods of transferring those assets through your estate, as part of a trust, or with the creation of a foundation.

They will help you identify ways in which you can best direct your philanthropic efforts, then design a strategy to bring the highest tax advantage possible. Giving can be a very strategic tool in balancing and offsetting tax liabilities, and the personal fulfillment is invaluable. They can help streamline your personal income tax needs through their partnership with one of the premier tax services firms in the area.

The company has committed themselves to the success of the business, to the pursuit of excellence, to the safety of employees, and to providing industry leading quality of service to customers

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