Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Welcome to the website of DeFreze Financial Services. My name is Robert L. DeFreze Jr. and I am the owner of DeFreze Financial. I believe that good financial decisions do not have to be confusing. I can provide you with techniques that can help you make the most of your investments and assist you in achieving your financial goals and more importantly, peace of mind.
This site will not only introduce you to my family business, you'll also find access to a wealth of information in the form of newsletters, articles, calculators, and many other tools. Use the Resource Center and Tools tabs on the top of this page to utilize these features. All of the material is updated daily to provide my clients with the most timely information available. In addition to all of these valuable materials, current clients now have account access through this site by simply clicking the View My Account button.
Use this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and college planning. Most importantly, we hope you see the value of working with an experienced professional to reach your financial goals and the rewards that are available when you take a proactive approach to your personal financial situation.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
If you would like to schedule a free consultation or account review with Bob DeFreze, please fill out the "Contact Us" form and Bob will contact you to set up an appointment. Also, feel free to call Bob directly at (585) 697-0430 at any time for more information.
If you would like to receive a Complimentary Newsletter from DeFreze Financial Services, fill out this form and Bob DeFreze will add you to the e-mail distribution list as a Thank You for visiting our site.
Be sure to add our site to your list of "favorites" in your Internet browser.