Freedom Financial Group

Freedom Financial Group

Financial Services, 4500 Valleydale Rd, Birmingham, Alabama, 35242, United States, 1-10 Employees

askfreedomfinancial.com

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Who is FREEDOM FINANCIAL GROUP

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 ProcessTM takes you on your o...

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  • 4500 Valleydale Rd, Birmingham, Alabama, 35242, United States Headquarters: 4500 Valleydale Rd, Birmingham, Alabama, 35242, United States
  • 2009 Date Founded: 2009
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8742 | NAICS Code: 541110 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from FREEDOM FINANCIAL GROUP

Freedom Financial Group Org Chart and Mapping

Employees

Sarah Martin

Client Relations Specialist

Kim Shirk

Investment Advisor Representative

Lynn Rocksvold

Executive Assistant and Client Scheduler

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Frequently Asked Questions Regarding Freedom Financial Group

Answer: Freedom Financial Group's headquarters are located at 4500 Valleydale Rd, Birmingham, Alabama, 35242, United States

Answer: Freedom Financial Group's phone number is 20********

Answer: Freedom Financial Group's official website is https://askfreedomfinancial.com

Answer: Freedom Financial Group's revenue is $5 Million to $10 Million

Answer: Freedom Financial Group's SIC: 8742

Answer: Freedom Financial Group's NAICS: 541110

Answer: Freedom Financial Group has 1-10 employees

Answer: Freedom Financial Group is in Financial Services

Answer: Freedom Financial Group contact info: Phone number: 20******** Website: https://askfreedomfinancial.com

Answer: 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 ProcessTM takes you on your own personal journey to building a successful retirement strategy: 1. Retirement 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. Customized Blueprint. We use the data weve collected to start designing your personalized roadmap. We also discuss your options and address any questions you might have. 4. Construction Begins. Once we agree on the right retirement strategy for you, we finalize any paperwork and start building in the details. 5. Relax and Review. Now its time to do what you want to do! 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.

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