What are you wishing for?
Dreams can happen.

With over 71 years of combined experience in the financial services industry, Freedom Wealth is passionate about helping clients build wealth, protect wealth, protect their families, and protect their businesses. Our commitment is to help individuals, families, and businesses work toward achieving their financial goals and provide them with less stress so they can focus on the things that are important to them. 

We seek to help guide you through all stages of your life and help you navigate any complex financial decisions that may come your way. 

Our goal is to have a positive impact on our community and the clients we serve by bringing value to them by building and securing financial wealth for families and businesses. We want people to retire with dignity and enjoy the journey of life.

Martin Aiello
Owner and CEO of Freedom Wealth Insurance and Financial Services, Inc.

family on a sail boat

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

Older couple on an airplane

Feel the
Freedom

How we can help:

  • Wealth Accumulation & Preservation
  • Business Succession Planning
  • Asset Protection
  • Estate Analyis & Tax Planning
  • Employee Benefit Planning
  • Retirement Strategy

Focus on the four financial phases of life: 

  • Accumulation
  • Preservation
  • Distribution
  • Estate Transfer
Get in Touch