ABOUT US

ABOUT US

Bill Constain

Bill Constain

President and Owner

As an independent financial advisor and an active member of the community, Bill Constain, President and Owner of Freedom Wealth Services, is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.

For years, he studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlying commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.

The concept behind his planning is simple; educate and coach clients to maximize their current lifestyle while creating and passing on a legacy. This is accomplished by avoiding common financial mistakes and customizing financial and legacy strategies. In summary, Bill helps people find the money and create financial peace of mind.

Bill Constain

Bill Constain

President and Owner

As an independent financial advisor and an active member of the community, Bill Constain, President and Owner of Freedom Wealth Services, is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.

For years, he studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlying commonality with the individuals who are best positioned for financial success. 

All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.The concept behind his planning is simple; educate and coach clients to maximize their current lifestyle while creating and passing on a legacy. This is accomplished by avoiding common financial mistakes and customizing financial and legacy strategies. In summary, Bill helps people find the money and create financial peace of mind.

Bill Constain

Bill Constain

President and Owner

As an independent financial advisor and an active member of the community, Bill Constain, President and Owner of Freedom Wealth Services, is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.

For years, he studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlying commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.

The concept behind his planning is simple; educate and coach clients to maximize their current lifestyle while creating and passing on a legacy. This is accomplished by avoiding common financial mistakes and customizing financial and legacy strategies. In summary, Bill helps people find the money and create financial peace of mind.

Call us today to see how we can help!   904-373-8349

Call us today to see how we can help!   904-373-8349

Call us today to see how we can help!
904-373-8349

Nicole Constain

Nicole Constain

Senior Vice President

Nicole Constain has over 20 years of experience as a respected medical director, registered nurse, and executive. Nicole specializes in helping clients get started with our Financial Blue Print Strategies. Nicole has impacted thousands of people on their journey towards better health and financial freedom with coaching and support.

Daniel Nicolaescu

Daniel Nicolaescu

Junior Partner / VP

Daniel Nicolaescu, RFC® began his finance career as the VP of a private hedge fund in Orlando, FL. After helping many families, businesses and individuals, Daniel realized that everyone wanted to create some type of legacy for themselves and their families. This prompted Daniel to join the insurance industry to help people make that dream come true.

Suzanne Juan

Suzanne Juan

Vice President

As a Wealth Strategist for Freedom Wealth Services, you’ll find her working with individuals who are looking to secure their financial future and retain their lifestyle through the various milestones life brings such as marriage, starting a family, college planning, retirement, as well as leaving a legacy for loved ones.

Nicole Constain

Nicole Constain

Senior Vice President

Nicole Constain has over 20 years of experience as a respected medical director, registered nurse, and executive. Nicole specializes in helping clients get started with our Financial Blue Print Strategies. Nicole has impacted thousands of people on their journey towards better health and financial freedom with coaching and support.

Daniel Nicolaescu

Daniel Nicolaescu

Junior Partner / VP

Daniel Nicolaescu, RFC® began his finance career as the VP of a private hedge fund in Orlando, FL. After helping many families, businesses and individuals, Daniel realized that everyone wanted to create some type of legacy for themselves and their families. This prompted Daniel to join the insurance industry to help people make that dream come true.

Suzanne Juan

Suzanne Juan

Vice President

As a Wealth Strategist for Freedom Wealth Services, you’ll find her working with individuals who are looking to secure their financial future and retain their lifestyle through the various milestones life brings such as marriage, starting a family, college planning, retirement, as well as leaving a legacy for loved ones.

 

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Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.