Beata Dragovics, CFP<sup>&reg;</sup> - Financial Advisor

Beata Dragovics, CFP®

Owner and Principal

Freedom Trail Financial, LLC

75 Arlington St, Suite 5012
BOSTON, MA 02116-3936
FINANCIAL ADVISOR'S WEBSITE
(617) 247-1112 CONNECT WITH Beata
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General

Beata Dragovics is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Freedom Trail Financial, LLC in BOSTON, MA and the surrounding communities.

Financial Advisor Overview

Beata Dragovics is an independent financial advisor who is the founder and principal of Freedom Trail Financial, LLC in Boston Massachusetts. With over twelve years of industry experience, she and her boutique wealth management firm deliver individualized and knowledgeable financial counsel to their clients. By building genuine and insightful relationships with each client, Beata and the Freedom Trail Financial team provide customized, comprehensive wealth management solutions and sound, effective investment management strategies

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Estate Planner

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, www.finra.org/www.SIPC.org, Registered Investment Adviser. Financial Planning services offered through Freedom Trail Financial are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of CO, FL, MA, ME, NC, NH, NY, PA, PR, RI, TN, TX, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use at www.commonwealth.com/termsofuse.com.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources