White Oak Wealth Partners

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Freedom Investment Management Group is a financial planning firm based in Erie, PA, with an additional office in Warren, PA. They prioritize building trust with their clients and take a personalized approach to help individuals and families achieve their financial goals. With a focus on comprehensive personal planning, investment management, and charitable family legacy planning, they provide tailored strategies and recommendations to protect and grow their clients' wealth. Founded by Rob Dave and Dave L. Close, Freedom Investment Management Group is dedicated to delivering thorough financial guidance through personalized service, experience, and a local mindset. They are passionate about helping their clients work towards their goals and aspirations, and their team of independent wealth coaches brings a wealth of knowledge and expertise to assist clients in navigating their unique financial situations.Generated from the website