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Voted Mansfield's Best CPA Firm: 2010 - 2016

Since 1994, our company philosophy has been simple:

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Give clients the personal attention they deserve.

To achieve this commitment to you, we have in place a financial management team of very knowledgeable professionals and strong back office support at HD Vest Investment Services ServicesSM

We offer multiple investment and accounting services to provide you with a comprehensive financial strategy.  By helping you structure your investment planning while considering the tax implications of your alternatives, we seek to maximize your after tax return on investment. 

Additionally, because we are a small business from your community, we will always be available for your concerns and wishes. Our staff is, and always will be, dependable and motivated to keep the client first.

Plan Your Retirement. Manage Your Risk. Invest Tax Efficiently

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Karen Freeman is a registered representative registered to transact business with clients in Texas, Louisiana, and New Mexico, is advisory licensed in the following states: Texas, and is also an insurance agent licensed in Texas.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

 

Christi Hickman and Brantley Freeman are registered representatives registered to transact business with clients in TX. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. 

*Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
 

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate 

May lose Value


Karen Freeman, CPA, PLLC is not a registered broker/dealer or registered investment advisory firm.

 

Check the background of this investment professional on FINRA's BrokerCheck

Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor

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