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Current company Freedom Trail Financial, Llc
Investment Management · 2 employees · Founded 2013 · Boston, Massachusetts, United States
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. Freedom Trail Financial, LLC is located at 20 Park Plaza Suite 1012, Boston, MA 02116 and can be reached at Securities and advisory services offered through Farther Finance Advisors, LLC member FINRA/SIPC, a Registered Investment Adviser. Financial Planning services offered through Freedom Trail Financial, LLC are separate and unrelated to Farther. Freedom Trail Financial, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. As a Registered Investment Adviser, Freedom Trail Financial offers financial planning services for a fee that are separate and unrelated to our relationship with Farther. Contact us today at i•••@freedomtrailfinancial.com