Strategic
Financial Enhancement.

A process is essential to achieving financial success rather than selling a product.
We take pride in holding ourselves to the highest standards, making the entire
process a personalized experience that focuses on what is most important to you.
Our Standard Process:
  • Schedule a complimentary review of what you currently have in place.
  • Complete a risk tolerance profile.
  • Create a customized analysis with recommendations catered to your financial
    objectives and goals.
  • Implement the recommendations.
  • Ongoing service and review meetings to evaluate the progress of your financial
    success.
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Older couple on an airplane

Feel the Freedom

Freedom Wealth Insurance and Financial Services, founded in January of 2024,  is a newly established firm whose founder, Martin Aiello, has over 25 years of experience in the financial services industry. Our approach is committed to helping individuals and businesses get on a path to meet their personalized financial goals.