Our Team

In order to provide the high level of service deserved by clients making critical life decisions, Ian Freeman has assembled a team of professionals who share his dedication to excellence.

 

Ian Freeman , CLU®, ChFC®, CASL®, AEP®

Financial Representative

Office 561-953-3613


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Kristen Grant

Associate Financial Representative

Office 203-527-7288


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Carol Heller

Administrative Assistant

Office 203-527-7288


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Andrea Cruz

Associate Financial Representative

Office 561-997-7122


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