Individuals and Families

Freedom Trail Financial partners with individuals from a variety of different backgrounds, ages, career paths, and life circumstances. And while each client has specific needs and goals, they all have one thing in common: the desire to live comfortably today while planning for a prosperous financial future. To achieve these goals, we develop financial and wealth management plans that give clients confidence. By connecting with clients on a personal level, we provide an understanding and passionate approach to wealth management that—combined with our expertise—allows us to develop tailored financial plans that honor each client’s personal values. Our approach enables us to form long-term relationships with clients as a trusted advisor and expert. 

For more infromation, we invite you to download our brochure. If you have any questions or would like to schedule an initial consultation via telephone, please do not hesitate to contact our office.