We are an Independent Investment Management firm that specializes in managing money for high net worth individuals. We have a comprehensive approach to helping our clients. We do not believe in a “one size fits all” mentality. We believe that all clients have different needs. We work closely with clients to determine their needs and goals, and then create a personalized and custom investment strategy for them. We provide a wide range of services including: • College Planning • Retirement Income Planning • Tax Minimization Planning • Estate Planning Services • Business Planning Services • Asset Management • Life Insurance We offer the following investment types: • Equities, Bonds, Mutual Funds • Variable and Fixed Annuities • ETFs and Index Funds • REITs, BDCs, and Structured Notes Mission: Our mission is to enrich our clients’ lives by providing sound financial advice through education, communication and personalized service. We strive to maintain long-term relationships with our clients by performing our duties in an ethical, fair, and honest manner. Byrne Financial Freedom, LLC is your CFO for life. Securities offered through LPL Financial, Member FINRA/SIPC www.FINRA.org www.SIPC.org For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which we are registered to do business, please visit www.byrnefinancialfreedom.com.
View Top Employees from Byrne Financial Freedom, LLCWebsite | http://www.byrnefinancialfreedom.com |
Revenue | $1 million |
Employees | 12 (11 on RocketReach) |
Founded | 1999 |
Address | 11 East Street, Franklin, Massachusetts 02038, US |
Phone | (508) 528-9366 |
Fax | (508) 528-9369 |
Technologies |
JavaScript,
HTML,
Google Analytics
+22 more
(view full list)
|
Industry | Investment Management, Finance General, Finance |
Web Rank | 24 Million |
Keywords | Financial Freedom Consultants |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Byrne Financial Freedom, LLC employee's phone or email?
The Byrne Financial Freedom, LLC annual revenue was $1 million in 2024.
Brian Byrne is the COO of Byrne Financial Freedom, LLC.
11 people are employed at Byrne Financial Freedom, LLC.
Byrne Financial Freedom, LLC is based in Franklin, Massachusetts.
The NAICS codes for Byrne Financial Freedom, LLC are [52393, 523, 5239, 52].
The SIC codes for Byrne Financial Freedom, LLC are [628, 62].