Carmen Schultz's Contact Details

Carmen Schultz's Company Details

Freeman Heyne

Blue Ash, OH, US • 20 - 49 Employees
Financial Services

Freeman Heyne Toma provides an independently managed source of high quality financial advice and services in which long-term, high-trust relationships are valued over all else. Freeman Heyne Toma was established under the firm belief that clients deserve and expect a highly personalized experience. Our firm is built around a heavily credentialed team of financial advisors with the experience to deliver a wide-range of customized financial management solutions, including financial planning, investment management, cash flow management, insurance planning and estate planning.As independently managed financial advisors, we answer only to our clients; so we can focus all of our time and attention on gaining a deep understanding of their personal needs and aspirations through individualized planning. We hold our advisory team to the highest educational standards, allowing our clients to feel empowered to make smarter financial decisions with both clarity and confidence.At Freeman Heyne Toma, we set out to help our clients and their families realize their ambitions for a good life, both today and in the future. Our success in accomplishing this rests on three main pillars:TRUSTIt is vital that our clients are comfortable with our advice and know that they can rely on us to help them navigate the constantly changing financial landscape of the market and our economy.COMMITMENTWe are continually working to better ourselves, both through industry related education and professional development, enabling us to find better and more impactful solutions for our clients.CARINGThe relationships we build with our clients are the reason we have been so successful over the years. We strive to know our clients well, as if they were family, which ensures we always act in their best interests.Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Freeman Heyne Toma LLC and Cetera Advisors LLC are non affiliated companies.