J Freeman & Associates

Business Details

Your Trusted Partner for Financial Security Solutions

J Freeman & Associates has been dedicated to helping individuals and businesses secure their financial futures for nearly two decades. Our independent firm specializes in customized wealth and risk management solutions, prioritizing personalized service and long-term client relationships. We take pride in understanding each client's unique goals, whether they involve retirement planning, business succession, or legacy creation. Our team combines extensive industry experience with a family office approach, ensuring comprehensive financial strategies tailored to individual needs. We serve clients across Upstate South Carolina and nationally, maintaining the same high level of service regardless of location.

Our commitment to excellence is demonstrated through prompt attention, accurate information, and compassionate guidance. We believe trust is the foundation of successful financial partnerships, which is why we focus on transparency, accountability, and continuous client education. Our professionals hold advanced designations like ChFC and bring decades of combined experience in financial planning and investment management. We actively contribute to our local community while maintaining national service capabilities through modern financial tools and resources. Our growth through client referrals reflects our dedication to delivering exceptional service and measurable results.

Services

Wealth Management Retirement Planning Business Succession Risk Management Estate Planning Investment Advisory Insurance Solutions Annuities Education Savings Charitable Giving

Highlights and features

We offer 25+ years of advanced financial planning expertise through ChFC-certified professionals
Our family office model provides holistic financial solutions integrating investment, insurance, and estate planning
We maintain a 20-year track record of growth through client referrals and satisfaction
Our team combines local community knowledge with national service capabilities
We provide comprehensive business planning services including succession and employee benefits strategies

Website

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Services

Wealth Management

Our wealth management services combine investment strategy with comprehensive financial planning. We create personalized roadmaps for asset growth and protection, considering tax implications, retirement goals, and estate planning needs. With access to diverse financial instruments, we help clients build and preserve wealth through ongoing portfolio management and regular strategy adjustments.

Retirement Planning

We develop customized retirement plans considering individual risk profiles and lifestyle goals. Our services include IRA management, 401(k) rollovers, and pension optimization strategies. We help clients determine sustainable withdrawal rates and implement tax-efficient income solutions to ensure financial security throughout retirement years.

Business Succession

Our business succession planning ensures smooth ownership transitions. We help business owners develop exit strategies, value their companies, and implement tax-efficient transfer mechanisms. Services include buy-sell agreement structuring, key employee retention plans, and intergenerational wealth transfer strategies to maintain business continuity.

Risk Management

We assess clients' exposure to financial risks and develop comprehensive protection strategies. This includes life, disability, and long-term care insurance for individuals, plus commercial risk management solutions for businesses. Our approach focuses on balancing adequate coverage with cost-effectiveness to protect clients' financial well-being.

Estate Planning

Our estate planning services help clients preserve wealth for future generations. We coordinate with legal professionals to establish trusts, create charitable giving strategies, and implement tax-efficient transfer mechanisms. We ensure clients' wishes are documented through proper estate documentation while minimizing probate complications and tax liabilities.

People

Jason Freeman

CEO, ChFC

With over 25 years of experience, Jason Freeman leads J Freeman & Associates as CEO. He holds a Finance degree from East Carolina University and the ChFC designation. Jason specializes in comprehensive financial planning and business succession strategies, serving on the Junior Achievement South Carolina board while managing client relationships.

Christie Hannon

Commercial and Personal Lines Associate

Christie Hannon has served clients since 2002, specializing in insurance solutions. A Clemson University graduate, she brings extensive knowledge of commercial and personal insurance products while maintaining strong client relationships through personalized service and attention to detail.

Diane Kuklinski

Wealth Management Associate

Diane Kuklinski contributes 40+ years of financial industry experience to our team. With a background in banking and investments, she provides valuable expertise in wealth management strategies, working closely with clients to develop comprehensive financial plans aligned with their long-term objectives.

Andrea Smith

Executive Assistant

Andrea Smith has supported our operations since 2014, serving as a key liaison between clients and advisors. She ensures smooth office operations while maintaining client records and coordinating financial planning processes with attention to detail and client confidentiality.

Questions

What financial services do you specialize in?

We specialize in wealth management, retirement planning, business succession strategies, risk management, and estate planning solutions tailored to individual and corporate clients.

How do you work with new clients?

We begin by understanding your financial goals through personalized consultations, then create customized plans using our comprehensive range of investment and insurance products.

Do you serve clients outside Greenville?

Yes, while based in Greenville, SC, we serve clients throughout Upstate South Carolina and nationally with the same personalized service approach.

What insurance options do you offer?

We provide life, health, disability, long-term care, and umbrella insurance for individuals, plus business liability, workers' compensation, and group benefits for companies.

How are investment decisions made?

Our ChFC-certified advisors create personalized investment strategies based on your risk tolerance, financial goals, and comprehensive market analysis.

Reviews (6)

Write a Review

Peter Does

Apr 14, 2021 Report

Called in an order for some custom cut to size plexi at 3, my order was ready for pickup at 330. Friendly crew helped me load into my van. I was out of there at 345. That's 5 stars. And oh yeah the price was better than anywhere else

Dimitrije Bozic

Apr 03, 2020 Report

Semi-truck directions. Take I-93 north to exit 13, at the bottom of the ramp turn left. Freeway underpass is over 13'6 so no problem getting under. Turn left at the stop, the very first street. The street is narrow so take it easy in the curves. They are on the right side about 1/2 mile down that street. Directions to the interstate. Take the same street back, go thru the 1st stop sign where you took a left turn coming in.

Go thru the next traffic light. Entrance to the I-93 south will be on your right side. Entrance ramp is short and narrow so slide yer tandems all the way before leaving the company. People there are not rude, just old school. And they do deal with the drivers that have no driving skills.

Pop Charlie

Apr 03, 2020 Report

Rude to semi drivers. I could not figure out a route to get here because my gps kept saying truck restrictions. I called to get directions to this place and asked how semis are supposed to get here and was told "I dunno, I'm not the truck driver" Avoid delivery here if you can.

Richard Mann

Dec 10, 2019 Report

ABSOLUTELY AMAZING J. Freeman is an outstanding organization. Their selection and inventory are the very best in the industry and by far on the east coast. The staff is friendly, knowledgeable, eager and accommodating. I have been dealing with Andy for the past 30 years and without exception he is a true professional. He could write the book on plastics as well av customer service.

Anthony Thompson

Jun 14, 2017 Report

I have never left a review before on google, but this place is non sense! Owner and staff are rude as can be (with a few exceprions)! Broke my piece of acrilic and tried to blame me for it! Where is the cutomer services they days?

Clint Baclawski

Oct 26, 2016 Report

I have been a regular customer of J. Freeman's for now for 10 years and I continue to be impressed with their operation. Great family owned and operated business!