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Freedom Trail Financial, LLC logo — Wealth management that empowers you to live for the future,...

Freedom Trail Financial, LLC

Wealth management that empowers you to live for the future, today.

Founded 2013 United States Boston, United States 3 employees Financial Services, Wealth Management

General Information

Company Name Freedom Trail Financial, LLC
Founded Year 2013
Location United States Boston, United States +1
Employees 3
Industries Financial Services, Wealth Management
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About Freedom Trail Financial, LLC

Freedom Trail Financial, LLC is a boutique wealth management provider dedicated to helping clients achieve financial independence. Founded in 2013, the company offers personalized financial planning, investment management, retirement and estate planning, and executive compensation and stock option planning. It aims to empower individuals and families, particularly in the biopharma and life sciences sector, as well as women executives across the Boston metro area. The company's approach is built on proven investment methodology and decades of expertise in fundamental market and economic trends. Notably, their services are separate and unrelated to Commonwealth Financial Network®, offering a range of securities and advisory services. While the company's headquarters are not specified, its impact is felt in states like CA, CT, FL, MA, ME, NC, NH, NY, PR, RI, TN, TX, WA, and WI. With an emphasis on personal values and forward-thinking plans, Freedom Trail Financial aligns financial security with emotional well-being, creating a unique proposition in the wealth management industry. For those seeking a more secure financial future and a partner in navigating the complexities of personal finance, Freedom Trail Financial offers a compelling option.Contact us today at [email protected] for more information.

Taxonomy: Wealth Management, Financial Planning, Investment Management, Retirement Planning, Executive Compensation, Stock Option Planning, Estate Planning, Biopharma Professionals, Life Sciences Professionals, Women Executives, Boutique Wealth Management, Fixed Insurance Products, Independent Financial Adviser, Securities and Advisory Services

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Freedom Trail Financial, LLC Alternatives & Competitors

Freedom Trail Financial, LLC vs
Financial Foundations, Inc.
Financial Foundations, Inc. United States

Complicated Made Simple.

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Freedom Trail Financial, LLC vs
Kash Financial Services
Kash Financial Services United States

Insure | Invest | Retire

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Freedom Trail Financial, LLC vs
Integrated Equity Management
Integrated Equity Management United States

Clients First. Always.

16 employees
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FAQ About Freedom Trail Financial, LLC

Wealth management that empowers you to live for the future, today.
Freedom Trail Financial, LLC was founded in 2013.
Freedom Trail Financial, LLC is headquartered in Boston, United States.
Freedom Trail Financial, LLC operates in the following industries: Financial Services, Wealth Management.
Freedom Trail Financial, LLC has approximately 3 employees.
Top alternatives and competitors to Freedom Trail Financial, LLC include Financial Foundations, Inc., Kash Financial Services, Integrated Equity Management, Fitzgerald Financial Group, Legacy Planning Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Freedom Trail Financial, LLC and Financial Foundations, Inc. 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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