Frieder Jeffrey M
Personalized financial and tax planning services for individuals and families.
About
Jeffrey Frieder, CPA, located in Freeport, NY, provides a full suite of financial and tax planning services including investments, retirement planning, estate planning, insurance, and tax strategies. With a focus on tax-intelligent planning, the firm aims to help clients minimize taxes, maximize wealth, and achieve long-term financial success through personalized, client-centered strategies.
Services
Investments
A range of investment options including bonds, common stock, educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.
Financial Planning
Comprehensive financial planning covering retirement, estate, insurance, lifestyle, money management, and tax strategies.
Tax Planning
Tax-focused strategies to minimize tax liabilities and maximize after-tax returns.
Insurance Planning
Designing insurance solutions to protect against financial risks.
