Freedom Trail Financial, Llc
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- Freedom Trail Financial, LLC, is an independent, boutique wealth management firm in Boston, Massachusetts providing personalized financial planning and investment management. The firm works extensively with executives and professionals from various pharmaceutical and biotech firms. The collaborative working relationship concentrates on multiple areas such as planning strategies and tax implications for wide range of executive compensation, management of concentrated stock positions, along with comprehensive life, estate, and charitable planning. The top minds and talent in the life sciences sector are in high demand, therefore the industry experiences frequent career moves to accommodate their skill sets and research. FTF helps life science professionals make sound financial decisions as they make career changes within the industry by providing guidance through these transitions such as employee benefit reviews, retirement account consolidation and management, equity compensation package review and protection planning. FTF develops personalized wealth management plans that give clients confidence while honoring their personal values. This approach enables the formation of long-term relationships with clients as trusted advisors and experts. Freedom Trail Financial, LLC www.freedomtrailfinacial.com 376 Boylston Street, Suite 502 Boston, MA 02116 617-247-1112 Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, www.finra.org/www.SIPC.org, Registered Investment Adviser. Fixed Insurance products and services offered by Freedom Trail Financial, LLC This communication is strictly intended for individuals residing in the states of FL,MA,ME,NC,NH,NY,RI,TN,WA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services Terms of Use at www.commonwealth.com/termsofuse.com.
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Headquarters:376 Boylston Street Suite 502, Boston, Massachusetts, United States
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Phone Number: +1 617-247-1112
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Employees:3
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Revenue:$1 - 10M
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Legal Name:Freedom Trail Financial, Llc
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Freedom Trail Financial, Llc's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Freedom Trail Financial, Llc
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Where are Freedom Trail Financial, Llc's Headquarters?
Freedom Trail Financial, Llc's Headquarters are in 376 Boylston Street Suite 502,Boston,Massachusetts,United States
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What is Freedom Trail Financial, Llc's phone number?
Freedom Trail Financial, Llc's phone number is +1 617-247-1112
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What is Freedom Trail Financial, Llc's official website?
Freedom Trail Financial, Llc's official website is https://www.freedomtrailfinancial.com
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What is Freedom Trail Financial, Llc's Revenue?
Freedom Trail Financial, Llc's revenue is $1 - 10M
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What is Freedom Trail Financial, Llc's NAICS code?
Freedom Trail Financial, Llc's NAICS code is 523930
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How many employees are working in Freedom Trail Financial, Llc
Freedom Trail Financial, Llc has 3 employees
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What is Freedom Trail Financial, Llc's Industry?
Freedom Trail Financial, Llc is in the industry of Investment Management
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Who is Freedom Trail Financial, Llc's Owner And Principal?
Freedom Trail Financial, Llc's Owner And Principal is Beata Dragovics