Background
As an Associate Advisor with Commonwealth Financial Network, Joe brings five years of financial services experience and a passion for delivering thoughtful, personalized strategies to individuals and business owners alike. Joe focuses on financial planning through a team-driven, planning-focused approach that simplifies complexity and empowers clients to make well-informed decisions.
By leveraging web-based financial technology, Joe helps clients stay organized, connected, and in control. From daily account visibility to intuitive planning tools, clients can benefit from an integrated system designed to bring clarity and structure to their financial lives.
Joe’s strength lies in his ability to think critically—whether assessing current financial realities or exploring forward-looking strategies. His organizational mindset and proactive, can-do attitude help clients navigate their unique goals with confidence and clarity.
A strong advocate for financial education, Joe extends his passion for personal finance beyond client meetings, creating and contributing to content through podcasts and YouTube to help more individuals access knowledgeable financial guidance.
Joe earned a Bachelor of Science degree in Finance and Accounting from DeSales University. Joe offers securities and advisory services through Commonwealth Financial Network®.
Joseph Freemont offers securities and advisory services through Commonwealth Financial Network®, Member http://www.finra.org/www.sipc.org, a Registered Investment Adviser. Joseph Freemont is an employee of HUB International. HUB Retirement and Private Wealth is not a registered broker dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.
HUB International and Commonwealth are engaged in a referral arrangement where HUB refers potential clients to Commonwealth Advisors. HUB is not a client of Commonwealth. HUB receives all commissions and fees, as applicable, that the advisor would receive from Commonwealth resulting from these referrals. These payments create a financial incentive for HUB to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search wherever local businesses are reviewed.
Advisor Location
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Business Planning Services
- Exit Planning