What does “financial independence” mean to you? Is it living comfortably today while planning for your financial future? Is it knowing you have a plan to achieve the goals that matter most to you?
At Freedom Trail Financial, we know the power, confidence, and security that lie at the heart of financial independence — and it’s why we have dedicated our professional lives to helping our clients attain it. We help empower you to new levels of financial security and success with personalized financial planning, investment management, retirement planning, executive compensation and stock option planning, and estate planning.
Built around the personal values that are unique to you and your family, our team develops a forward-thinking plan that is held steady by proven investment methodology and decades of expertise in fundamental market and economic trends. The result is a strategy that provides more than just financial security; we’ll also help you navigate the emotional changes that come up along the way.
Freedom Trail is proud to be the independent, boutique wealth management provider of biopharma and life sciences professionals, women executives, individuals, and families across the Boston metro area.
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Financial planning services offered through Freedom Trail Financial are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, ME, NC, NH, NY, PR, RI, TN, TX, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Contact us today at info@freedomtrailfinancial.com
Company Details
- Employees
- 3
- Founded
- -
- Address
- 20 Park Plaza,
- Phone
- 617.247.1112
- in****@****ial.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- freedomtrailfinancial.com
- Keywords
- Wealth Management, Comprehensive Financial Planning, Investment Management, Life Sciences, Women Entreprenuers, Estate Planning, Risk Management.
- HQ
- Boston, Massachusetts
Freedom Trail Financial, Llc Questions
Freedom Trail Financial, Llc's helpline number is 617.247.1112
Freedom Trail Financial, Llc's website is freedomtrailfinancial.com
Freedom Trail Financial, Llc's LinkedIn profile is https://www.linkedin.com/company/freedom-trail-financial
Freedom Trail Financial, Llc has
3 employees.
View email and phone details for 3
employees at Freedom Trail Financial, Llc.
Freedom Trail Financial, Llc's industry is
Investment Management
Freedom Trail Financial, Llc's top competitors are
Conn Kavanaugh,
Nvest Financial, Llc,
Brehm Media,
Oxford Global Resources,
Google,
Petra Funds Group,
Genedx,
Net Transcripts, Inc.
Freedom Trail Financial, Llc's support email address is info@freedomtrailfinancial.com
Freedom Trail Financial, Llc's categories are Investment Management
Freedom Trail Financial, Llc's founding year is 2013
