FRIEDMAN

Rick S. Friedman is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, LA, MD, MO, MS, NC, NJ, NM, NV, NY, OH, OK, SC, TN, TX, VA... "I lead a highly experienced team specializing in helping individuals and their families in retirement and tax planning issues. We help our clients feel peace of mind through financial security, and we are committed to building strong relationships with each client by simplifying their financial life and maintaining high standards of service and integrity... Every individual and family is different, but we believe what's important to our clients about money can be summed up in terms of security, lifestyle, and legacy. Clients tend to seek a sense of security as their most basic financial goal. Once this is achieved, they aspire to attain a level of financial independence that allows them to sustain in retirement the lifestyle they have grown accustomed to. Finally, once a client has achieved..

Also known as: Friedman-Sepolio Wealth Management Group

Primary location: Houston United States