


Byrne Financial Freedom
Investment Management • Franklin, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 11 East Street, Franklin, Massachusetts 02038, US |
| Phone number | +15085289366 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Equities, Stocks, Etfs, Annuities, College Planning, Bonds, Insurance, Alternative Investments, Mutual Funds, Retirement Income Planning, Index Funds |
| Founded | 1999 |
| Employees | 11-20 |
| Socials |
Key Contacts at Byrne Financial Freedom
Jessica Beckett
Director Of Client Services
Shellie Laverde
Director Of Womens Client Relations
Byrne Financial Freedom Email Formats
Byrne Financial Freedom uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Byrne Financial Freedom
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.
Byrne Financial Freedom revenue & valuation
| Annual revenue | $6,824,317 |
| Revenue per employee | $621,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $21,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Byrne Financial Freedom has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Byrne Financial Freedom has never raised funding before.
Byrne Financial Freedom Tech Stack
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Frequently asked questions
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