How is FreyerMartin different from online bill pay? Though it's a great tool, if your life is busy, online bill pay isn't enough. It won't call the cable company when the bill is wrong, but we will! We don’t just set up your bills and click a Pay button. We handle the entire process - from receiving your bills and tracking down missing ones, to calling companies when charges are incorrect. All for a flat fee. We also provide insight into your spending patterns and are available to handle many other "financial details".
How does it work? FreyerMartin is a full-service firm that receives bills directly on behalf of clients and makes sure they're reviewed, logged and paid on time. Clients have a bill-paying checking account, separate from their other bank accounts, where they deposit funds to cover the bills they want us to manage.
Are you a credit counseling or debt consolidation company? No. Although our clients’ credit scores often go up as a result of our service and the fact that payments are always on time, we are not equipped to serve clients with serious credit or cash flow issues.
Who uses FreyerMartin? We excel at supporting people who are extremely busy, though not necessarily wealthy. Our clients work long or unusual hours, travel frequently, have multiple residences - time to coordinate, manage and reflect on their personal finances is limited.
How am I protected? We're serious about your security. We have strictly monitored processes, internal and external controls, audit processes, and a high degree of transparency so that you are always aware of what we're doing. Our staff is thoroughly screened and carefully trained on our security protocols and privacy policy. As an added measure, we work with some of the leading risk management companies in the world. Lloyd's of London and Kroll provide services to us and our clients. Companies and private individuals alike have trusted their daily finances to us for years. Learn more about our approach to security here.
What locations do you serve? Everywhere! FreyerMartin clients have the flexibility to be anywhere in the world, confident that their daily finances are under control.
What services do you offer? Our services are designed to effectively support a variety of lifestyles. Find an overview of our packages here.
How do you charge? Our fees are simple, innovative, clear and convenient. Unlike other providers, we offer comprehensive bill-paying packages with a separate menu for additional services. Some companies provide this as an employee benefit. Contact us for a complimentary consultation.
Do you provide investment or tax advice? No. We do not keep certified investment or tax professionals on staff. Our strength lies in working with your trusted advisors - bankers, financial planners, wealth managers, accountants, and insurance agents. We can also make referrals based on your needs.
What if I already have a CPA or a financial planner? That’s perfect. Our strength lies in working with your advisors to ensure they have the information they need to execute the strategies you set out.
Is my information secure? Yes. We take the security of your data seriously. We use some of the most advanced security measures in the industry and constantly evaluate new products as they become available.
Is my information kept confidential? Without question. Our service is defined by discretion and respect for your privacy. If service is provided through your employer, rest assured that your financial details are never disclosed to the company unless you request it.