Insights

Strong Ethical Foundation Freedman Financial’s commitment to high ethical standards and industry recognition in practice management and client services highlight its focus on maintaining trust and delivering personalized financial planning, making it an ideal partner for premium service providers.

Active Asset Investment The company's recent investments in stakes in Allegion and The J. M. Smucker suggest an active approach to asset management, indicating potential for collaborative opportunities in wealth expansion or advisory services.

Tech-Enabled Services Utilizing advanced cloud-based solutions and a modern tech stack positions Freedman Financial as receptive to innovative financial technologies, opening doors for fintech integrations and digital partnership opportunities.

Financial Growth Range With reported revenues between one and ten million dollars, Freedman Financial shows a healthy mid-market size, presenting opportunities for scaled financial products or customized service offerings.

Market Position Operating in a competitive environment with similar firms like Ulin & Co. and Signature Wealth, Freedman Financial’s legacy and national recognition make it a compelling target for strategic alliances or referral programs aimed at expanding client reach.

Similar companies to Freedman Financial

Freedman Financial Tech Stack

Freedman Financial uses 8 technology products and services including Amazon S3, WordPress, Twemoji, and more. Explore Freedman Financial's tech stack below.

  • Amazon S3
    Content Delivery Network
  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • yepnope.js
    Javascript Frameworks
  • Mapbox GL JS
    Maps
  • Gravity Forms
    Web Platform Extensions
  • prettyPhoto
    Web Tools And Plugins

Freedman Financial's Email Address Formats

Freedman Financial uses at least 1 format(s):
Freedman Financial Email FormatsExamplePercentage
First@freedmanfinancial.comJohn@freedmanfinancial.com
44%
FLast@freedmanfinancial.comJDoe@freedmanfinancial.com
6%
F.Last@freedmanfinancial.comJ.Doe@freedmanfinancial.com
6%
First@freedmanfinancial.comJohn@freedmanfinancial.com
44%

Frequently Asked Questions

Where is Freedman Financial's headquarters located?

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Freedman Financial's main headquarters is located at 41 Cross Street, 2nd Floor. The company has employees across 1 continents, including North America.

What is Freedman Financial's phone number?

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You can contact Freedman Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Freedman Financial's official website and social media links?

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Freedman Financial's official website is freedmanfinancial.com and has social profiles on LinkedIn.

What is Freedman Financial's NAICS code?

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Freedman Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Freedman Financial have currently?

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As of December 2025, Freedman Financial has approximately 6 employees across 1 continents, including North America. Key team members include Executive Vice President: M. G.Director Of Financial Planning: C. K. C.Director Of Financial Planning: C. K.. Explore Freedman Financial's employee directory with LeadIQ.

What industry does Freedman Financial belong to?

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Freedman Financial operates in the Financial Services industry.

What technology does Freedman Financial use?

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Freedman Financial's tech stack includes Amazon S3WordPressTwemojiGoogle Cloudyepnope.jsMapbox GL JSGravity FormsprettyPhoto.

What is Freedman Financial's email format?

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Freedman Financial's email format typically follows the pattern of First@freedmanfinancial.com. Find more Freedman Financial email formats with LeadIQ.

When was Freedman Financial founded?

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Freedman Financial was founded in 1968.

Freedman Financial

Financial ServicesMassachusetts, United States2-10 Employees

Established in 1968, we remain committed to abiding by a standard of ethics and values that mirror that of the CFP Board of Standards and the Financial Planning Association. Our firm is committed to innovation and has been recognized nationally as a leader in practice management, client services, and financial planning strategies.

Our firm's goal is simple — to improve the lives of our clients by delivering genuinely personal comprehensive financial planning. We believe that there is a tremendous distinction between FINANCIAL PLANNING and INVESTMENT MANAGEMENT services. If your current situation precludes you from distinguishing the difference, please contact us for a free consultation.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit: www.freedmanfinancial.com.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org / www.sipc.org

Section iconCompany Overview

Headquarters
41 Cross Street, 2nd Floor
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1968
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Freedman Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Freedman Financial's revenue is estimated to be in the range of $1M$10M

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