Freedman Financial Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Freedman Financial is a financial services firm founded in 1968 that operates in the investment and comprehensive financial planning space. Based in Peabody, Massachusetts, the firm emphasizes a distinction between financial planning and investment management, offering personalized financial planning services aimed at improving clients’ lives through tailored guidance and ongoing support. The organization positions itself within the advisory field, with securities and advisory services provided through LPL Financial, a registered investment advisor, and it aligns with professional standards associated with the CFP Board of Standards and the Financial Planning Association. Target clients are individuals seeking thoughtful, comprehensive planning rather than solely investment-focused advice, and the firm highlights ethical practices and client service as core priorities. Recent activity noted in public records includes specific asset stakes in publicly traded companies, reflecting ongoing investment activities, while the firm’s public profile indicates activity and recognition in practice management and client services within its industry.

Find Freedman Financial employees' phone numbers or email addresses

Freedman Financial Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Freedman Financial's Leadership

  • Stylized image of a person
    M. F. C. A. F. F.
    Ceo/President Owner
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  • Stylized image of a person
    M. G.
    Executive Vice President
    Phone icon
  • Stylized image of a person
    C. K. C.
    Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    C. K.
    Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    S. V.
    Client Service Specialist
    Phone icon

Freedman Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Freedman Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. F. C. A. F. F.
    Ceo/President Owner
    Phone icon
    United StatesMassachusetts
    Feb 25, 2026
  • Stylized image of a person
    M. G.
    Executive Vice President
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    C. K. C.
    Director Of Financial Planning
    Phone icon
    United StatesMassachusetts
    May 31, 2026
  • Stylized image of a person
    C. K.
    Director Of Financial Planning
    Phone icon
    Jul 07, 2024
  • Stylized image of a person
    S. V.
    Client Service Specialist
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Freedman Financial known for?

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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, Massachusetts 01960 United States; you can contact the main corporate office by phone at . Explore Freedman Financial's company overview page for more information.

What is Freedman Financial's most common email format?

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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?

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Freedman Financial has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Freedman Financial's key employees and leadership?

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As of June 2026, Freedman Financial's key employees include:

  • Ceo/President Owner: M. F. C. A. F. F.
  • 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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