Freedom Financial Planning

Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

1159 Pittsford Victor Rd Ste 160, Pittsf...

Phone Number

(585) 678-8000

Revenue

$7.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
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1
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1

About Freedom Financial Planning

Freedom Financial Planning, LLC offers a range of financial services including holistic financial planning, retirement planning, business planning, investment management, and insurance. They focus on creating personalized financial roadmaps tailored to the unique needs and goals of their clients, which include individuals, families, and business owners. The company emphasizes building long-term relationships based on trust and performance, providing ongoing support and unbiased advice. Their mission is to help clients confidently navigate their financial futures and achieve their financial dreams.Explore more
Freedom Financial Planning's Social MediaPopular SearchesFreedom Financial Planning LLCFreedom Financial PlanningFreedom Investments LLCFreedom Acquisitions LLCFreedom Financial Planning - LLCSIC Code 62,628NAICS Code 52,523Show more

Freedom Financial Planning Org Chart

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RU
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Director, Financial & Planner

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SM
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Partner and Financial Adviser

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MS
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Senior Partner

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LJ
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Freedom Financial Plannin...

$7.3M
51-200
Private
-
2005
RU
Richard UnmackDirector, Financial & Planner
$20.4M
51-200
Private
-
2000
$19.9M
51-200
Private
-
2010
JR
Joshua RothbardFinancial Advisor
$14.1M
51-200
Private
-
2001
N/A
$7.6M
51-200
Private
-
2010
GH
Gary HatchDirector, Human Resources
$6.6M
51-200
Private
-
1996
AS
Anne SatterleeManager, Branch Accounting
<$5M
51-200
Private
<$5M
2002
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Freedom Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Freedom Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Freedom Financial Planning.

Freedom Financial Planning Tech Stack

A closer look at the technologies used by Freedom Financial Planning

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Frequently Asked Questions Regarding Freedom Financial Planning

What is Freedom Financial Planning's official website?
Freedom Financial Planning's official website is www.freedomrochester.com
What is Freedom Financial Planning's Revenue?
Freedom Financial Planning's revenue is $7.3 Million
What is Freedom Financial Planning's SIC code?
Freedom Financial Planning's SIC: 62,628
What is Freedom Financial Planning's NAICS code?
Freedom Financial Planning's NAICS: 52,523
How many employees does Freedom Financial Planning have?
Freedom Financial Planning has 51-200 employees
What industry does Freedom Financial Planning belong to?
Freedom Financial Planning is in the industry of: Finance, Securities Trading
What is Freedom Financial Planning competition?
Freedom Financial Planning top competitors include: Delmarva Wealth Management, Harris Financial Group, BlackRidge Wealth Management, Live Oak Wealth Management
What technology does Freedom Financial Planning use?
Some of the popular technologies that Freedom Financial Planning uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Smarsh
How do I contact Freedom Financial Planning?
Freedom Financial Planning contact info: Phone number: (585) 678-8000 Website: www.freedomrochester.com
What does Freedom Financial Planning do?

Freedom Financial Planning, LLC offers a range of financial services including holistic financial planning, retirement planning, business planning, investment management, and insurance. They focus on creating personalized financial roadmaps tailored to the unique needs and goals of their clients, which include individuals, families, and business ow... ners. The company emphasizes building long-term relationships based on trust and performance, providing ongoing support and unbiased advice. Their mission is to help clients confidently navigate their financial futures and achieve their financial dreams.Read More

What are Freedom Financial Planning social media links?
Freedom Financial Planning Facebook page
Is Freedom Financial Planning a public company?
Freedom Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Freedom Financial Planning

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