Insights

Retirement Planning Focus Freedom Financial Group specializes in personalized retirement planning through a structured five-step process, signaling potential for upsell of advanced planning and ongoing advisory services to improve client retirement outcomes.

Cross Selling Insurance Insurance products are offered by Freedom Financial Group, presenting a cross-sell opportunity to bundle insurance products with advisory services and drive higher per-client revenue.

RIA Partnership The firm operates as an Investment Advisory practice via AE Wealth Management, LLC, indicating collaboration potential for expanded investment platforms, managed accounts, and scalability through third-party asset management solutions.

Technology Footprint Utilizes a mix of web and analytics tools (Hotjar, Google Maps, Akismet, etc.) suggesting opportunities to introduce enhanced client experience platforms, client portals, and data-driven marketing automation to attract and retain clients.

Mid Market Growth With 11-50 employees and mid-sized revenue, there is a clear path for scale-focused services such as CRM optimization, cybersecurity for financial services, and compliance support to sustain growth and expand market share in regional Alabama and beyond.

Similar companies to Freedom Financial Group

Freedom Financial Group Tech Stack

Freedom Financial Group uses 8 technology products and services including iCIMS, Open Graph, Google Maps, and more. Explore Freedom Financial Group's tech stack below.

iCIMS
Applicant Tracking Systems
Open Graph
Content Management System
Google Maps
Maps
Microsoft Office
Office Suites
Priority Hints
Performance
Yoast SEO
Search Engines
Bootstrap
UI Frameworks
The Events Calendar
Web Platform Extensions

Freedom Financial Group's Email Address Formats

Freedom Financial Group uses at least 2 format(s):

Freedom Financial Group Email Formats	Example	Percentage
First@askfreedomfinancial.com	John@askfreedomfinancial.com	94%
FirstL@askfreedomfinancial.com	JohnD@askfreedomfinancial.com	6%
First@freedomfingroup.com	John@freedomfingroup.com	69%
FirstLast@freedomfingroup.com	JohnDoe@freedomfingroup.com	23%
First.Last@freedomfingroup.com	John.Doe@freedomfingroup.com	8%

Frequently Asked Questions

What is Freedom Financial Group's official website and social media links?

Freedom Financial Group's official website is askfreedomfinancial.com and has social profiles on LinkedIn.

How much revenue does Freedom Financial Group generate?

As of July 2026, Freedom Financial Group's annual revenue is estimated to be $25M - $50M.

What is Freedom Financial Group's NAICS code?

Freedom Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Freedom Financial Group have currently?

As of July 2026, Freedom Financial Group has approximately 41 employees across 2 continents, including North AmericaOceania. Key team members include Chief Executive Officer: C. C.Owner: S. B.Director Information Technology: E. S.. Explore Freedom Financial Group's employee directory with LeadIQ.

What industry does Freedom Financial Group belong to?

Freedom Financial Group operates in the Financial Services industry.

What technology does Freedom Financial Group use?

Freedom Financial Group's tech stack includes iCIMSOpen GraphGoogle MapsMicrosoft OfficePriority HintsYoast SEOBootstrapThe Events Calendar.

What is Freedom Financial Group's email format?

Freedom Financial Group's email format typically follows the pattern of First@askfreedomfinancial.com. Find more Freedom Financial Group email formats with LeadIQ.

When was Freedom Financial Group founded?

Freedom Financial Group was founded in 2008.

Freedom Financial Group

Q: How many employees does Freedom Financial Group have currently?

Freedom Financial Group has approximately 41 employees.

Q: What technology does Freedom Financial Group use?

Freedom Financial Group's tech stack includes Redtail CRM, Facebook, Akismet, html5media, Apache.

Q: What is Freedom Financial Group's NAICS code?

Freedom Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesAlabama, United States11-50 Employees

Freedom Financial Group operates in the financial services sector, offering a structured retirement planning process designed to help clients develop and maintain a retirement strategy. The firm emphasizes a personal approach, guiding clients through steps that start with understanding individual retirement goals and concerns, assessing risks and opportunities, and designing a tailored roadmap that is then implemented and reviewed annually. Its services include insurance products delivered through its own insurance arm, with additional investment advisory services provided through AE Wealth Management, LLC, which does not offer insurance. Based in Birmingham, Alabama, the company serves individuals seeking guidance on preserving and managing their retirement future, positioning itself as a practitioner-focused advisory that integrates planning, implementation, and ongoing oversight.