Freedom America Wealth Management - North Attleborough, Massachusetts

Overview of Freedom America Wealth Management

Freedom America Wealth Management, nestled at 521 Mt Hope St #300, North Attleborough, MA 02760, stands out as a comprehensive financial services provider. With a phone number 8006790665 readily available for potential clients, this company aims to make financial planning and advisory accessible to everyone. The firm's website: freedomamericane.com serves as a digital hub, offering insights into their services and possibly testimonials from satisfied clients.

Core Services

Freedom America Wealth Management boasts a wide array of services tailored to meet the diverse needs of its clients. Their primary specialties include:

- Financial Advisor: Offering personalized advice to help clients navigate their financial future.
- Financial Planner: Crafting detailed plans to achieve specific financial goals.
- Insurance Agency: Providing a range of insurance products to protect clients' assets and futures.
- Investment Company: Managing investment portfolios to maximize returns while managing risks.

Accessibility and Facilities

For those with mobility needs, Freedom America Wealth Management is committed to inclusivity. The office is equipped with a wheelchair accessible entrance, accessible parking lot, and wheelchair accessible restroom, ensuring that everyone has equal access to their services.

Client Opinions and Ratings

The firm has garnered positive attention from clients, with an impressive average opinion rating of 5/5 based on 8 reviews on Google My Business. Testimonials highlight the expertise and personal touch of advisors like Jim Mayer, who skillfully managed a client's 401K rollover into an IRA, providing a tailored plan that meets individual risk tolerance and generates income. Such reviews suggest a high level of client satisfaction, indicating that clients feel well-served and valued.

What to Expect When Visiting

Potential clients visiting Freedom America Wealth Management can expect a welcoming environment that prioritizes accessibility and client comfort. The staff, including advisors like Jim Mayer, are described as personable, knowledgeable, and responsive, ensuring that clients receive the attention and guidance they need to make informed financial decisions.

Recommendations for Prospective Clients

For anyone considering Freedom America Wealth Management:

- Research Services: Familiarize yourself with the specific services offered to ensure they align with your financial goals.
- Check Reviews: Reading recent client testimonials can provide insights into the firm's customer service quality and the effectiveness of their advice.
- Schedule a Consultation: Taking advantage of the wheelchair-accessible location, schedule a meeting with an advisor to discuss your financial situation and objectives.
- Explore Online Resources: The official website offers valuable information and might include tools or calculators to help you assess your financial needs.

👍 Reviews of Freedom America Wealth Management

Christopher F.

5/5

Jim Mayer with American Wealth expertly rolled over my 401K into an IRA at retirement. He provided in depth analysis leading to a plan tailored to my risk tolerance to provide income generation for the last few years. Jim is very personable, generous with his time and very responsive to questions and modifications as needed. I highly recommend him.

Teresa S.

5/5

I have been Working with Jim at Freedom America over the past couple of years to help me prepare for retirement. He has identified many options that I never considered and I chose and income annuity to compliment my social security and diversified other accounts for longevity . Thank you Jim for giving me peace of mind as I embark on the next chapter of life’s journey.

Stephen H.

5/5

Jim is as he presents himself = A highly qualified, trusted Professional with a depth of knowledge and experience who presents several paths to accomplish my overall financial financial objectives. It did not take me very long to include Jim as a "member" of "my trusted" team of subject matter experts (SME;s) ....which is not easy for me to do. Jim has partnered with my Tax expert to address a "project" we were partnering on with the outcome or results were great!. As a long-time client within the Financial Services industry, I've always believed that the people who know, do, and respect your input or knowledge, and those who don't know,' are just blowing smoke! Jim knows and has always been there for me/us and not for his own edification. Jim will always educate first, which for me is key. (I've come across others within the Financial Services industry and it is sad that I know more than they do and that is why they are not on my Team of SME;s and Jim is!!)

Keep going Jim, we are relying on you Jim!
Steve

LH A. M. M.

5/5

We are very happy with Jim and Freedom America Wealth Management services. Jim is very knowledgeable and transparent about our financial needs and options. He is always available to answer any questions we have. We have complete trust in the services provided. Larry Holbrook

Maureen O.

5/5

It has been a rewarding experience working with Jim this past year as I enter retirement . his knowledge patience and guidance has put me in a great comfort zone - now I can exhale. I would refer him to anyone thinking of retirement - thank you Jim.

Peter H.

5/5

Freedom American Wealth is great! Keeps me well informed and is there for me any time . My investment advisor JM has been helping my wife and I with our retirement funds and he always has our best interests in check 👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻🙏🏻

John V.

5/5

Jim is very knowledgeable and answers all questions and concerns throughly.

Dawn D.

5/5