Joseph G. Byrne / Financial Advisor in Franklin, Massachusetts

Joe is the owner of Byrne Financial Freedom, LLC which is an independent investment management firm located in Franklin, MA. Joe has a unique approach to helping his clients. He does not believe in a ‘one size fits all’ mentality. He believes that all clients have different needs. He works closely with his clients to determine their needs and goals, and then creates a personalized investment strategy.

Joe started out in the investment industry in 1982. Since then he has become a trusted advisor with LPL Financial, which is the nation’s largest independent broker/dealer as reported by Financial Planning Magazine, June 1996-2011 based on total revenue. By being affiliated with LPL, he is able to provide unbiased research and products to his clients. Our goal is to help you simplify the complexities of your financial life – to become your CFO for life. We are committed to maintaining long-term relationships with our clients and providing guidance for them through all stages of their lives.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Specialties

401K Consulting Annuities & Life Insurance Asset Protection Business Planning Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Hands On Proactive Manager Acting As Our Clients CFO For Life. Income Tax Planning Independent Investment Advisor International Financial Planning Investment Consulting Investment Policy Statements Investment Services IRA Legacy Planning Mutual Funds Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Stocks Trustee Services Wealth Management