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.

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