Freedom Capital Group Llc
Freedom Capital Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. Institutional Clients including: Banks, Corporations, Pension Funds, Credit Unions, School Districts, Non-Profits, Municipalities, Trust Companies, Foundations, Money Managers, Investment Advisors, Insurance Companies Products •Certificates of Deposit •Corporate Bonds •Municipal Bonds •Government Agency Issues •Mortgage Backed Securities •Preferred Stocks •Retirement Plans •Money Management •Profit Sharing Plans •Life Insurance •Executive Benefit Plans 4714 Vasca Drive Sarasota, FL 34240 Freedom Capital Group LLC is an independent firm. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc, a registered investment adviser. Summit and Cetera are affiliated and are under separate ownership fr States in which we are registered to conduct securities business: AL,AZ,CA,CO,CT,DC,FL,GA,IL,IN,IA,KS,LA,MD,MA,ME,MI,MN,MO,MS,NE,NJ,NM,NY,NC,ND,OH,OK,OR,PA,RI,SC,SD,TN,TX,UT,VT,VA,WA,WV,WI,WY This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. Third-party posts found on this profile do not reflect the views of Summit Financial and have not been reviewed by Summit Financial as to its accuracy or completeness.
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7
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6
1 to 10 range
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Distinct roles
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JM
John Meany
Managing Partner, Investment Professional · Other
EmailPhone - MM
Miguel M Coelho
Managing Partner · General Business & Management
EmailPhone - JB
James Breckenridge
CEO · General Business & Management
EmailPhone - TC
Theresa Carmagnola
Managing Partner and Institutional Financial Advisor · Other
EmailPhone
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Top roles at Freedom Capital Group Llc
7 distinct titles indexed · top 7 shown.
- 1assistente
- 1ceo
- 1corporate recruiter
- 1managing partner
- 1managing partner and institutional financial advisor
- 1managing partner, investment professional
- 1office manager
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