Insights

Niche Focus Freedom Financial Group specializes in personalized retirement planning and financial advisory services, presenting opportunities to cross-sell investment management tools, financial planning software, and retirement products tailored to their clientele.

Growth Potential With revenues between 25 million and 50 million and a relatively small team of 11-50 employees, the company is positioned for scalable growth, making it a prime target for strategic partnerships and service expansion to support increased client demand.

Technology Stack Utilizing platforms like WordPress, CRM tools, and SEO optimization indicates an emphasis on digital engagement; introducing specialized financial technology or client management solutions could enhance their service delivery.

Market Position Operating within a competitive landscape with large players like Credit Karma and SoFi, Freedom Financial can benefit from targeted marketing software and competitive intelligence tools to strengthen its client acquisition and retention strategies.

Client Engagement The company’s annual review approach highlights ongoing client relationships; offering client engagement solutions, such as automated communication platforms or personal finance management apps, could boost customer satisfaction and loyalty.

Freedom Financial Group Tech Stack

Freedom Financial Group uses 8 technology products and services including WordPress Super Cache, Redtail CRM, Google Maps, and more. Explore Freedom Financial Group's tech stack below.

  • WordPress Super Cache
    Caching
  • Redtail CRM
    Customer Relationship Management
  • Google Maps
    Maps
  • Priority Hints
    Performance
  • Flywheel
    Platform As A Service
  • Yoast SEO
    Search Engines
  • ZURB Foundation
    UI Frameworks
  • Akismet
    Web Platform Extensions

Media & News

Freedom Financial Group's Email Address Formats

Freedom Financial Group uses at least 2 format(s):
Freedom Financial Group Email FormatsExamplePercentage
First@freedomfingroup.comJohn@freedomfingroup.com
67%
FirstLast@freedomfingroup.comJohnDoe@freedomfingroup.com
25%
First.Last@freedomfingroup.comJohn.Doe@freedomfingroup.com
8%
First@askfreedomfinancial.comJohn@askfreedomfinancial.com
93%
FirstL@askfreedomfinancial.comJohnD@askfreedomfinancial.com
7%

Frequently Asked Questions

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

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Freedom Financial Group's official website is askfreedomfinancial.com and has social profiles on LinkedIn.

What is Freedom Financial Group's NAICS code?

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

How many employees does Freedom Financial Group have currently?

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As of December 2025, Freedom Financial Group has approximately 40 employees across 1 continents, including North America. Key team members include Chief Executive Officer: C. C.President: G. O.Owner: C. F.. Explore Freedom Financial Group's employee directory with LeadIQ.

What industry does Freedom Financial Group belong to?

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Freedom Financial Group operates in the Financial Services industry.

What technology does Freedom Financial Group use?

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Freedom Financial Group's tech stack includes WordPress Super CacheRedtail CRMGoogle MapsPriority HintsFlywheelYoast SEOZURB FoundationAkismet.

What is Freedom Financial Group's email format?

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Freedom Financial Group's email format typically follows the pattern of First@freedomfingroup.com. Find more Freedom Financial Group email formats with LeadIQ.

When was Freedom Financial Group founded?

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Freedom Financial Group was founded in 2008.

Freedom Financial Group

Financial ServicesAlabama, United States11-50 Employees

Freedom Financial Group is committed to helping you develop a solid financial plan to help preserve your future retirement. 
Our five-step Retire with Freedom Process™ takes you on your own personal journey to building a successful retirement strategy:

1. Picture. We get to know you and your particular circumstances, so you can paint a picture of your ideal retirement — your “Norman Rockwell.” We also uncover any concerns you might have about things standing in your way.

2. Stress Test. We use an assessment tool to help you identify your unique risks and opportunities. We also confirm your top desires and concerns.

3. Design. We use the data we’ve collected to start designing your personalized roadmap. We also discuss your options and address any questions you might have.

4. Build. Once we agree on the right retirement strategy for you, we finalize any paperwork and start building in the details.

5. Guide. Now it’s time to do what you want to do and let us take care of it! Every year, we will sit down with you to review your strategy to make updates or confirm that everything is on track.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1630150- 2/23.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Freedom Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Freedom Financial Group's revenue is estimated to be in the range of $25M$50M

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