Freshfield

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1800 Preston Park Blvd Ste 105, Plano, T...

Phone Number

(469) 231-6040

Revenue

<$5 Million

Industry

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

About Freshfield

Freshfield Investments is a fee-only fiduciary financial advisory firm located in Plano, Texas, led by Dr. Andy Lawson, PhD, CFP. The firm specializes in providing personalized investment management, financial planning, and portfolio consulting services to individuals and families, ensuring a client-first approach without commissions or hidden fees. With a commitment to transparency and a fiduciary duty, Freshfield aims to align its services with the unique financial goals of its clients. The firm serves both local and national clients, offering tailored advice and a complimentary initial consultation.Explore more
Freshfield's Social MediaPopular SearchesFreshfieldFreshfield InvestmentsFreshfieldInvestmentsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Freshfield

<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Freshfield is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Freshfield Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Freshfield

What is Freshfield's official website?
Freshfield's official website is www.freshfieldinvestments.com
What is Freshfield's Revenue?
Freshfield's revenue is <$5 Million
What is Freshfield's SIC code?
Freshfield's SIC: 62,628
What is Freshfield's NAICS code?
Freshfield's NAICS: 52,523
How many employees does Freshfield have?
Freshfield has 1-10 employees
What industry does Freshfield belong to?
Freshfield is in the industry of: Finance, Securities Trading
What is Freshfield competition?
Freshfield top competitors include: Stockade Wealth Management, Eppolito Financial Strategies, EverGreen Capital Management, Clarity Capital Advisors
What technology does Freshfield use?
Some of the popular technologies that Freshfield uses are: Cloudflare Website Optimization, Sentry, Google Cloud Web Serving, Google Cloud Platform
How do I contact Freshfield?
Freshfield contact info: Phone number: (469) 231-6040 Website: www.freshfieldinvestments.com
What does Freshfield do?

Freshfield Investments is a fee-only fiduciary financial advisory firm located in Plano, Texas, led by Dr. Andy Lawson, PhD, CFP. The firm specializes in providing personalized investment management, financial planning, and portfolio consulting services to individuals and families, ensuring a client-first approach without commissions or hidden fees... . With a commitment to transparency and a fiduciary duty, Freshfield aims to align its services with the unique financial goals of its clients. The firm serves both local and national clients, offering tailored advice and a complimentary initial consultation.Read More

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

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