What are you wishing for?
Dreams can happen.

Freedom Wealth Insurance and Financial Services, Inc. knows that your dreams for a healthy financial future are the motivators for making retirement security possible. 

Having a financial roadmap is crucial for making those dreams a reality. Explore us to see if we’re the right fit for your financial goals.

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Feel the
Freedom

Obtaining financial stability and security gives you the freedom to enjoy life’s voyage and live your best life yet. Click the button below to learn about the services Freedom Wealth IFS provides. 

Dream Big and Plan for
Good Things to Happen

Insurance Options

Insurance serves to shield you, your family, and/or your business from the financial uncertainties of life.

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Investments

Explore our wealth building services, where we offer guidance on suitable investments and tax reduction strategies tailored to your financial situation.

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Retirement

Prepare for a secure retirement with our financial planning services, tailored to accommodate increasing life expectancy and living costs.

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Business Solutions

Maximize your business's financial potential with our strategic team.

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Testimonials

Sound Process
Words can’t express how much we appreciate and trust Martin, Victoria and Jenny with Freedom Wealth Insurance and Financial Services. They have a sound process of helping protect their clients while improving their financial circumstances... Read More

Dr. Francisco Macias DDS and Mariam Macias

Highland Dentistry

Awesome Experience
The Freedom Wealth Insurance and Financial Services team are exceptional when it comes to working with me personally and my employees. They come with knowledge, experience and professionalism that is head and shoulders above the... Read More

Lisa Grammatica

Richard’s Heating and Air Repair

Knowledgeable and Trusting
I met Martin at a mixer in Ruby Hill, an event we were both marketing at. From the moment I met him, he was never a sales guy. He simply got to know me and... Read More

Ryan Steele

NorCal Pool Service

True Professionals
Martin and Victoria are true professionals in their craft. They have made a substantial impact on my clients with regards to tax reduction strategies for their business. I hold them in the highest regard and... Read More

Lewis Liu, CPA, MBA

Precision Accounting and Tax

Best customer service
My wife Rhonda and I both had a financial advisor for many years, but we never knew how our money was being invested or where. It was a blind collaboration. Then we met Martin Aiello... Read More

Rhonda Joy and Roger Caetano

Valued Client

Great Experience
Martin and his team are great!  They are so patient and walk you through the process of everything very well.  He has helped us secure our future better, as well as help us on our tax... Read More

Cody Wallace

Brothers Inspections Services

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    Resources

    Use these resources to help inform your plan for a healthy financial future.

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    Build wealth, protect wealth,
    protect families, protect businesses.