Freedom Financial Group logo — Retire with Freedom

Freedom Financial Group

Retire with Freedom

Founded 2008 United States Birmingham, United States 37 employees Finance, Financial Services +2

General Information

Company Name Freedom Financial Group
Founded Year 2008
Location United States Birmingham, United States +1
Employees 37
Industries Finance, Financial Services, Insurance +1
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About Freedom Financial Group

Freedom Financial Group is a finance and wealth management startup founded in 2008. The company's slogan, "Retire with Freedom," encapsulates its mission to assist individuals in developing a secure financial plan for their retirement. Their unique five-step Retire with Freedom Process™ involves getting to know each client's specific circumstances and retirement goals, stress-testing their financial position, designing a personalized roadmap, finalizing the retirement strategy, and providing ongoing guidance to ensure the plan remains effective. Notably, investment advisory products and services are offered through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. While the headquarter location and recent investment details are not specified, the commitment to personalized retirement planning and wealth preservation is evident in their approach. With a focus on individualized strategies and ongoing support, Freedom Financial Group aims to empower individuals to retire with financial security.

Taxonomy: retirement planning, financial planning, investment advisory, risk assessment, personalized roadmap, financial strategy, annual review, retirement strategy

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FAQ About Freedom Financial Group

Retire with Freedom
Freedom Financial Group was founded in 2008.
Freedom Financial Group is headquartered in Birmingham, United States.
Freedom Financial Group operates in the following industries: Finance, Financial Services, Insurance, Wealth Management.
Freedom Financial Group has approximately 37 employees.
Top alternatives and competitors to Freedom Financial Group include Lafayette Square Financial Advisors, MPM Wealth Advisors, Secured Retirement , Elevated Retirement Financial Services, Kuhn Capital Partners, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Freedom Financial Group and Lafayette Square Financial Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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