Freedman Financial Employee Directory

Q: What is Freedman Financial known for?

Freedman Financial was founded in 1968. Freedman Financial operates in the Financial Services industry.

Q: How many employees does Freedman Financial have currently?

Freedman Financial has approximately 5 employees.

Financial ServicesUnited 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

Find Freedman Financial employees' phone numbers or email addresses

Freedman Financial Global Highlights

North America
12

United States Of America
12

Freedman Financial's Leadership

M. G.
Executive Vice President
Mobile Phone
Email
C. K. C.
Director Of Financial Planning
Mobile Phone
Email
C. K.
Director Of Financial Planning
Mobile Phone
Email
S. V.
Client Service Specialist
Mobile Phone
Email

Contact profiles from Freedman Financial

Name

Title

Contact Info

Location

Last Update

M. G.
Executive Vice President
Mobile Phone
Email
Oct 21, 2024
C. K. C.
Director Of Financial Planning
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
C. K.
Director Of Financial Planning
Mobile Phone
Email
Jul 07, 2024
S. V.
Client Service Specialist
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Freedman Financial known for?

Freedman Financial was founded in 1968 operates in the Financial Services industry. The company's main headquarters is located in 41 Cross Street, 2nd Floor Peabody, MA 01960, US; you can contact the main corporate office by phone at

+1-713-864-****

. Explore Freedman Financial's company overview page for more information.

What is Freedman Financial's most common email format?

Freedman Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Freedman Financial email formats with LeadIQ.

How many employees does Freedman Financial have currently?

Freedman Financial has approximately 5 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Freedman Financial's key employees and leadership?

As of October 2025, Freedman Financial's key employees include:

Executive Vice President: M. G.
Director Of Financial Planning: C. K. C.
Director Of Financial Planning: C. K.
Client Service Specialist: S. V.

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