Client Success Stories

We can tell you why you should use Freedom Wealth Services — but why not see what our clients have to say?

Take It From Them

At Freedom Wealth Services, there is nothing more important to us than doing right by our clients. It is a responsibility and a privilege we take very seriously, and we believe in building long-lasting relationships. Our team of experts is committed to giving each client the time and attention they deserve.

“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!”

Jeanet H.

“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.”

Dr. Mario B

"We have used Freedom Wealth Services for our retirement planning for several years. Bill Constain and his team have been highly 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. He 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 am glad that we found him."

Kerry & Dante Peluso

"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 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 in this process and has looked at the market for various vehicles to handle the money that I have accrued over a 40+ year career in Surgery. I have been extremely happy with the service and have been given what I consider to be optimal means to accomplish these goals. Though I have not formally retired I have made some major steps in planning my future and it looks like it will be a very good retirement and without considerable worry or financial strife. I would give Bill and his staff my highest recommendation for the service and care that he has rendered to both me and my wife in her retirement planning, as well as, working with my accountant and attorney for Tax planning and for development of a trust and last will and testament. Bill has been very attentive to my situation and has become a great colleague and friend in the process. It is without hesitation that I would give him my highest recommendation."

Charles E. Cox, MD

"I am pleased to recommend Mr. William Constain and the personnel at Freedom Wealth services. AsI have approached retirement have wrestled with the decisions of how to optimize my portfolio so that I will have sufficient for my needs in retirement. There are many options and many ways to structure finances in these precarious times. Bill has been an affable and wise guide in his help with this process. He has a comprehensive knowledge of the market and the various vehicles to handle the money that I have accrued over my career as the manager of the phlebotomy services at a Major Hospital. I have been extremely happy with the service and have been given what I consider to be optimal means to accomplish my goals. I have come to know him through his help with my husband and he was gracious enough to help me out as retire in September. I would give Bill and his staff my highest recommendation for the service and care that he has rendered to both me and my husband in his retirement planning. Bill has been very attentive to my situation and has become a great friend in the process. It is without hesitation that I would give him my highest recommendation"

Paula Kay Cox

This testimonial may not be representative of the experience of other clients/financial professionals and is no guarantee of future success. This testimonial was not paid for.

The client reviews mentioned on this website are only related to Freedom Wealth Services’ insurance business and are not associated with Advisors Excel or advisory services.

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