Freedom Trail Wealth

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

12120 N Dove Mountain Blvd Ste 182, Mara...

Phone Number

(520) 612-7781

Revenue

<$5 Million

Industry

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

About Freedom Trail Wealth

Freedom Trail Wealth at Dove Mountain is a Financial Investment Advisor in Marana that offers a full suite of services including Lifetime Income Planning, Traditional IRA, Roth IRA, 401k and 403b Investments, and Fixed Annuities. They focus on tailoring financial strategies to fit the current situation and provide a foundation for the future, dedicated to supporting and educating each client. As an independently owned and operated business with fiduciary responsibilities, they offer personalized financial planning to help clients make smart decisions tailored to their goals.Explore more
Freedom Trail Wealth's Social MediaPopular SearchesFreedom Trail WealthFreedom Trail Financial at Dove MountainFinancial Freedom LLCFreedom Trail Financial LLCFreedom Trail Wealth at Dove MountainSIC Code 62,628NAICS Code 52,523Show more

Freedom Trail Wealth Org Chart

PhoneEmail
DK
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Freedom Trail Wealth

<$5M
1-10
Private
-
2015
DK
Daniel KarlsbergFounder & President
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Freedom Trail Wealth Tech Stack

A closer look at the technologies used by Freedom Trail Wealth

Top Finance Companies

Frequently Asked Questions Regarding Freedom Trail Wealth

What is Freedom Trail Wealth's official website?
Freedom Trail Wealth's official website is www.freedomtrailwealth.com
What is Freedom Trail Wealth's Revenue?
Freedom Trail Wealth's revenue is <$5 Million
What is Freedom Trail Wealth's SIC code?
Freedom Trail Wealth's SIC: 62,628
What is Freedom Trail Wealth's NAICS code?
Freedom Trail Wealth's NAICS: 52,523
How many employees does Freedom Trail Wealth have?
Freedom Trail Wealth has 1-10 employees
What industry does Freedom Trail Wealth belong to?
Freedom Trail Wealth is in the industry of: Finance, Securities Trading
What is Freedom Trail Wealth competition?
Freedom Trail Wealth top competitors include: Great Lakes Wealth Advisors, Murphy Wealth Management, Hull Wealth Management, Stratos Wealth Advisors
What technology does Freedom Trail Wealth use?
Some of the popular technologies that Freedom Trail Wealth uses are: Sentry, WixStores, F5 BIG-IP Platform, Sectigo
How do I contact Freedom Trail Wealth?
Freedom Trail Wealth contact info: Phone number: (520) 612-7781 Website: www.freedomtrailwealth.com
What does Freedom Trail Wealth do?

Freedom Trail Wealth at Dove Mountain is a Financial Investment Advisor in Marana that offers a full suite of services including Lifetime Income Planning, Traditional IRA, Roth IRA, 401k and 403b Investments, and Fixed Annuities. They focus on tailoring financial strategies to fit the current situation and provide a foundation for the future, dedic... ated to supporting and educating each client. As an independently owned and operated business with fiduciary responsibilities, they offer personalized financial planning to help clients make smart decisions tailored to their goals.Read More

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

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