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Freedom Trail Financial

Associate Industry | Business & Financial Consulting
Boston, MA 617-247-1112 Website @FreedomTrailFin LinkedIn Facebook

Overview

Freedom Trail Financial is an independent wealth management firm helping clients with equity compensation strategies to maximize their company stock and option holdings.

For employees:

We work with life sciences professionals to develop comprehensive and customized financial planning, investment management, and equity compensation solutions that are tailored to help achieve professional, financial, and personal goals.

For employers:

Freedom Trail Financial offers customized Financial Wellness Presentations that can help retain valued employees, while also maintaining a productive workforce.

Our programs provide financial education and financial planning services via group seminars or one-on-one meetings. Each Financial Wellness Presentation is customized to teach employees how to maximize their company’s unique benefits package and reduce financial stress.

 

Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Freedom Trail Financial, LLC are separate and unrelated to Commonwealth. Freedom Trail Financial, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. This content is provided for general informational purposes only and should not be construed as individual advice. Freedom Trail Financial 75 Arlington Street Suite 5012 Boston, MA 02116 (617) 247-1112

Company News

Whitepapers

Do You Need Health Insurance for Your Trip Abroad?

May 16, 2023

Posted by Freedom Trail Financial

Whitepapers

Retirement Planning at Every Age

Apr 12, 2023

Posted by Freedom Trail Financial

Company Events

Seminars

Your Money Story: Discover How Your Unique History With Money Can Impact Your Financial Decisions

Jun 27, 2023

Posted by Freedom Trail Financial

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Massachusetts Biotechnology Council

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