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Thank You to Our Clients. It is an Honor to Be Selected.
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Proudly celebrating 40 years of helping people with tax-advantaged investments |
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Limited number of clients to ensure personalized service that meets unique needs |
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Estate and income tax focused financial strategies to create and preserve wealth |
Charles Freeland is an attorney and Certified Public Accountant who has served the taxation and wealth management needs of individuals and corporations primarily in the Baltimore and Washington areas for more than 40 years. He began helping clients make smart financial decisions after beginning his career as a financial executive and consultant for international companies, as an assistant Baltimore City solicitor and as an attorney in the Office of the Judge Advocate General of the U.S. Navy. Both he and daughter Kimberly have worked to develop long-term relationships and provide superior service in the areas of taxes, estate planning, probate of estates, estate and income taxation, and asset investment strategies. Charles is a member of the American Institute of CPAs, Maryland Association of CPAs, American Association of Attorneys and CPAs, American Bar Association and Maryland Bar Association. He has served on the Federal Taxation Committee of the MACPA and Tax Committee of the ABA. He enjoys serving clients with his daughter who is licensed to practice in Maryland and Illinois. Kimberly’s areas of practice include real estate, contracts and litigation.
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Areas of Focus
| | | Financial Planning |
| | | Investments |
| | | Estate Planning |
| | | Business Planning |
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Past performance does not guarantee future results. Your experiences may vary.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Baltimore area (includes Anne Arundel, Baltimore, Carroll, Harford and Howard counties in the state of Maryland; and Baltimore City in the state of Maryland) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 9,800 wealth managers in the area. 1,470 award candidates in the Baltimore area were considered for the award, of which 262 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Baltimore Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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