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

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, throughout 5+ years, Daniel realized that everyone wanted to find the best possible way to reduce risk, reduce fees, reduce taxes, increase retirement income & ultimately protect/create some type of legacy for themselves and their families. The key to success is not how much money you have, it's how much money you can SPEND, based on the correct options you choose early on. The insurance industry allowed Daniel to help people reach these goals everyday & set themselves up for a stress-free retirement.

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.

Joe Cohen

Joe Cohen

Managing Director

Joe Cohen, Managing Director of Freedom Wealth Services, is a dynamic communications professional with a 32 year track record providing a unique blend of recruiting, management, and business coaching experience. Joe’s success as a Recruitment Manager in Information Technology and Recruiting Director in Financial Services combined with his tenure as an educator and experience as a writer enables him to mentor independent agents to develop profitable and sustainable client relationships.

Michelle Balescu

Michelle Balescu

Executive Assistant

As a former medical/certified nursing assistant, Michelle had the opportunity to work very closely with a lot of physicians, patients & families. Her many years of expertise in the medical field showed her how important it is for families and individuals to have the right type of insurance in place way before they are diagnosed with a serious medical illness. Working alongside Bill & Daniel, Michelle will help assist you with making sure your retirement protection needs are covered!

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

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, throughout 5+ years, Daniel realized that everyone wanted to find the best possible way to reduce risk, reduce fees, reduce taxes, increase retirement income & ultimately protect/create some type of legacy for themselves and their families. The key to success is not how much money you have, it's how much money you can SPEND, based on the correct options you choose early on. The insurance industry allowed Daniel to help people reach these goals everyday & set themselves up for a stress-free retirement.

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.

Michelle Balescu

Joe Cohen

Managing Director

Joe Cohen, Managing Director of Freedom Wealth Services, is a dynamic communications professional with a 32 year track record providing a unique blend of recruiting, management, and business coaching experience. Joe’s success as a Recruitment Manager in Information Technology and Recruiting Director in Financial Services combined with his tenure as an educator and experience as a writer enables him to mentor independent agents to develop profitable and sustainable client relationships.

Michelle Balescu

Michelle Balescu

Executive Assistant

As a former medical/certified nursing assistant, Michelle had the opportunity to work very closely with a lot of physicians, patients & families. Her many years of expertise in the medical field showed her how important it is for families and individuals to have the right type of insurance in place way before they are diagnosed with a serious medical illness. Working alongside Bill & Daniel, Michelle will help assist you with making sure your retirement protection needs are covered!

Schedule a free, no-obligation consultation

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.