Client Success Stories

“Working with Bill has been a game changer for me. His deep knowledge and patient guidance have made the often-confusing world of investments much clearer. Bill took the time to understand my unique financial goals and explained the differences between various types of platforms in a way that was easy to grasp. Thanks to him, I now feel confident in my investment choices and am on the path to financial stability. I couldn’t ask for a better advisor!”

“It is with great pleasure that I recommend Bill Constain and Freedom Wealth Services. I have known and worked with Bill for more than 10 years and have found him to be a paradigm of professionalism, honesty and commitment. I have not known anyone more dedicated to his clients than Bill. I would recommend him without hesitation.”

“I’ve had the pleasure of knowing Daniel Nicolaescu for a few years now. We met at a mutual car group and have kept in touch since then. I decided to place my trust in him and his company, Freedom Wealth Services, to take care of a few life insurance and annuity plans for me and my family. I can assure you that this is one of the best decisions I made, considering all these plans offered me an opportunity to avoid all market losses through the use of a unique 0% floor feature that the plans come with. I am happy with the index options offered.”

“It has been my pleasure over the past year to affiliate with Mr. William Constain and the personnel at Freedom Wealth Services. As I have approached retirement, I, as many others, have struggled with the decisions of how to optimize my portfolio so that I will have sufficient funds for my needs in retirement and that I will be protected should I require long-term care and still leave an inheritance and security for my wife and family. There are many options and many ways to structure it. Bill has been a pleasant, affable and wise guide.”

“Daniel Nicolaescu has been an exceptional advisor to me in wealth management. His expertise and guidance have been invaluable. Daniel is incredibly responsive and always available to address any concerns or questions by email, phone or Zoom. He is also friendly and approachable, making every interaction a pleasant experience. What truly sets him apart is his patience; he takes the time to explain complex financial concepts in a way that is easy to understand, especially for those like me who are inexperienced in managing wealth. I highly recommend Daniel for anyone.”

“I came across the term IUL and didn’t know very much about it. Daniel Nicolaescu, a Registered Financial Consultant with an MBA, was able to answer all my questions or concerns about an IUL. After asking me my personal retirement goals (life insurance versus tax-free income stream or both), risk tolerance and time horizon, he found the best IUL policy for me from a financially stable insurance company. Daniel N. is someone you can really trust to give you all the correct information.”

“We have used Freedom Wealth Services for our retirement planning for several years. Bill and his team have been very responsive. Whenever I reach out with questions I hear back quickly. Everything is explained in an understandable manner and Bill is always happy to repeat information that I may have forgotten. Bill listens to our situation, plans and hopes. He provides sound advice and multiple options. I do not feel pressured, only supported. I greatly appreciate all of this and I am happy we found Bill and Freedom Wealth Services.”