Great Experience

Cody Wallace, Brothers Inspections Services

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 basis.  Very knowledgeable and has great follow through.  He is also very well connected and has referrals for all sorts of stuff. *1

Best customer service

Rhonda Joy and Roger Caetano, Valued Client

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 and his daughter Victoria. Not only were they warm, friendly, and supportive… But when we had our first conversation with them about where and how to best invest our money to plan for our future retirement, as well as protect our current assets, we were not only educated on the process, but we felt extremely comfortable with the paths we were offered to go down. They continue to offer the best customer service, and we feel fantastic about a financially secure future. Thank you! *1

True Professionals

Lewis Liu, CPA, MBA, Precision Accounting and Tax

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 will always refer them without any hesitation. *2

Knowledgeable and Trusting

Ryan Steele, NorCal Pool Service

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 asked me questions about my business. Not once was I pressured to work with him, and not once did I feel apprehensive; all I felt was his generous and positive energy, trying to help out a young business owner. Thanks to Martin and his staff, they opened up so many opportunities from one conversation.It is because of that conversation that I have been able to grow my business bigger and faster than ever. I have nothing but great respect and admiration for Martin. I feel so fortunate and blessed to have met him. I have grown to now trust his knowledge and advice on how I can develop and sustain long-term wealth for my family for years to come. I have referred him to my family as well as anyone who wants to know more about my experience working with Freedom Wealth. *1

Awesome Experience

Lisa Grammatica, Richard’s Heating and Air Repair

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 rest.  They make working with them seamless and set the expectation for the highest in standards and do not disappoint!  Their clients are always treated with the utmost respect and professionalism. *1

Sound Process

Dr. Francisco Macias DDS and Mariam Macias, Highland Dentistry

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 to help them retire with dignity. Thank you for all that you do for us and our family. *1

*1 Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

*2 Non-Compensated endorsement; existing relationship may influence the endorsement; may not be representative of all client experiences; no guarantee of future performance or success.