I have known Rob through his work with my parents for 10 years and have worked personally with Margo for 2 years. I am very impressed with the personal connection and how they make their clients feel respected and important to them. Whether it’s the weekly emails, birthday cards, Thanksgiving pies, or summer gatherings, they make me feel seen and heard. My favorite thing is how patient Margo is when she explains all the financial things to me. I appreciate her effort to help me understand something that is so complex. I trust them beyond a doubt with my financial future
This statement is a testimonial by a client of the financial professional as of 08/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Before working with Freedom Investment Management Group, I had little to no financial planning experience beyond my employer’s retirement and health programs. As my husband and I approached our 50s, we knew we needed sound guidance to confidently plan for early retirement and a major life move. Rob took the time to truly understand our goals, offering personalized strategies that were never cookie cutter. Thanks to FIMG, we successfully transitioned from NYC/NJ back to WNY to be closer to family — a dream we weren’t sure was possible. Rob, Margo, and the entire team are knowledgeable, compassionate, and incredibly thorough. We feel truly supported and safe with them — and we’ve happily recommended their services to many friends and family.”
This statement is a testimonial by a client of the financial professional as of 08/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Having worked with Rob previously at PNC, I had no hesitation following him to FIMG — and it’s been one of the best decisions we’ve made. The personalized attention and genuine care they show have consistently exceeded our expectations. What started with a bit of apprehension quickly turned into full confidence in the team’s support in helping us navigate our financial future. We’ve been so pleased with their service that we’ve recommended FIMG to many friends and family — and will continue to do so.”
This statement is a testimonial by a client of the financial professional as of 08/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Before working with Freedom Investment Management Group, we mostly relied on our 401(k) investments and had little direct guidance after our previous advisor retired. We wanted someone knowledgeable, trustworthy, and local — someone we could actually sit down with face-to-face. FIMG came highly recommended by a friend, and they’ve exceeded our expectations. Rob and the team are always available to answer our questions and make us feel like valued clients, not just a number. They’ve helped us navigate the complexities of life and have provided thoughtful investment advice. Most importantly, they’ve helped us focus on building a financial legacy for our grandchildren.”
This statement is a testimonial by a client of the financial professional as of 08/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Before working with Freedom Investment Management Group, my experience with financial planning felt impersonal and one-size-fits-all. Rob and the team took the time to understand my unique situation, especially when I needed guidance with an estate. Their personalized approach, accessibility, and genuine care set them apart. Rob goes above and beyond, offering insights and education without pressure. I’ve finally been able to focus on planning for retirement with confidence, thanks to their honest, client-first approach.”
This statement is a testimonial by a client of the financial professional as of 08/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“We were looking for a team that genuinely cared about our financial future. Freedom Investment Management Group was exactly that. From our first meeting, they took the time to understand our goals, provided hands-on support, and offered clear, personalized guidance. Their team-oriented approach and sincere interest in us as people — not just clients — truly stood out. With their help, we’ve been able to focus on early retirement and oversee our investments. They’ve even supported us through difficult times, like the passing of my mother, offering compassionate and guidance and practical tools. Working with FIMG has been a breath of fresh air — they feel more like trusted friends than financial advisors.”
This statement is a testimonial by a client of the financial professional as of 08/26/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Having managed my own investments since the early days of online trading, I was hesitant to involve anyone else in my finances. But as retirement approached, I realized I needed more than just Google searches and books — I needed guidance. Freedom Investment Management Group provided exactly that. From our first meeting, their approachable and conversational style put me at ease. They’ve helped me understand what it would take to retire confidently, and have since guided us through many of life’s changes. The responsiveness and level of personal attention are unmatched. Working with FIMG has been fantastic and truly instrumental in making major life decisions with clarity and confidence.”
This statement is a testimonial by a client of the financial professional as of 08/24/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
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