Freedom Planning Partners

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

155 Franklin Rd Ste 100, Brentwood, Tenn...

Phone Number

(615) 651-7915

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Freedom Planning Partners

Freedom Planning Partners specializes in providing personalized financial planning and wealth management services to a diverse clientele, including individuals, families, and business owners. They focus on creating customized financial solutions that align with clients' unique goals, emphasizing collaboration with other professionals such as estate and tax planners. The firm is particularly dedicated to serving medical professionals and families with unique abilities, offering tailored strategies to address their specific financial challenges. With a commitment to education and ongoing communication, Freedom Planning Partners aims to empower clients to achieve financial confidence and security.Explore more
Freedom Planning Partners's Social MediaPopular SearchesFreedom Planning PartnersPrincipal Securities IncSIC Code 62,628NAICS Code 52,523Show more

Freedom Planning Partners Org Chart

PhoneEmail
CW
United States flag for contact location.

Executive Staff

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CD
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Executive Staff

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RP
United States flag for contact location.

Financial Advisor & Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Freedom Planning Partners

<$5M
11-50
Private
-
-
CW
Cris WardenExecutive Staff
<$5M
11-50
Private
-
1992
CN
Christy NelsonFounder & Financial Advisor
<$5M
11-50
Private
-
2014
Courtney Schingledecker, Chief Operations Officer at Thoroughbred Advisors
Courtney SchingledeckerChief Operations Officer
<$5M
11-50
Private
-
-
NH
Nick HandelandPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
<$5M
1-10
Private
-
-
JS
Jason SilverbergFinancial Advisor
<$5M
1-10
Private
-
2001
HD
Helen DestaPractice Coordinator
<$5M
1-10
Private
-
2006
PH
Pam HairOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Freedom Planning Partners Tech Stack

A closer look at the technologies used by Freedom Planning Partners

Top Finance Companies

Frequently Asked Questions Regarding Freedom Planning Partners

What is Freedom Planning Partners's official website?
Freedom Planning Partners's official website is www.freedomplanningpartners.com
What is Freedom Planning Partners's Revenue?
Freedom Planning Partners's revenue is <$5 Million
What is Freedom Planning Partners's SIC code?
Freedom Planning Partners's SIC: 62,628
What is Freedom Planning Partners's NAICS code?
Freedom Planning Partners's NAICS: 52,523
How many employees does Freedom Planning Partners have?
Freedom Planning Partners has 11-50 employees
What industry does Freedom Planning Partners belong to?
Freedom Planning Partners is in the industry of: Finance, Securities Trading
What is Freedom Planning Partners competition?
Freedom Planning Partners top competitors include: Live Your Dream Financial Services, Thoroughbred Advisors, Edge Wealth Management, Confidere Financial
What technology does Freedom Planning Partners use?
Some of the popular technologies that Freedom Planning Partners uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Neustar UltraDNS
How do I contact Freedom Planning Partners?
Freedom Planning Partners contact info: Phone number: (615) 651-7915 Website: www.freedomplanningpartners.com
What does Freedom Planning Partners do?

Freedom Planning Partners specializes in providing personalized financial planning and wealth management services to a diverse clientele, including individuals, families, and business owners. They focus on creating customized financial solutions that align with clients' unique goals, emphasizing collaboration with other professionals such as estate... and tax planners. The firm is particularly dedicated to serving medical professionals and families with unique abilities, offering tailored strategies to address their specific financial challenges. With a commitment to education and ongoing communication, Freedom Planning Partners aims to empower clients to achieve financial confidence and security.Read More

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

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