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FREEDOM ONE RETIREMENT SERVICES
Client Testimonials

The best way to understand what we can do for you is to see what we have done for our clients.  Learn from their experiences below. 

"We like the fact that it’s easy to take care of the administration tasks necessary to maintain the      401(k).  Things are simple and straightforward, and from an administrative standpoint, working with Freedom One is exactly that!"  More
Tom Bowles, Spring Dynamics (client since 1994)

"When questions arise between the onsite visits, we have found your committed client service department to be extremely helpful.  Their expertise in 401(k) administration allows me to confidently refer participant questions and know that their questions are being answered quickly."  More
Tony Patitucci, Lakeshore Chrysler Jeep Dodge, Inc.  (client since 1996)

"It's comforting to know that Freedom One is very thorough in its research and documentation to comply with Department of Labor standards.  Ensuring that ERISA and DOL requirements are being met is becoming more and more important, and we feel confident that we have the right 401(k) provider helping guide us." More
John Trobec, Michigan Manufacturers Association (endorsed provider of Freedom 401(k) since 1998)

"Freedom One makes my job easy.  As the Controller, I have a very demanding schedule, and I'm always racing to meet the next deadline.  With the Freedom 401(k), I never have to worry about the administration of the plan.  I know you have me covered."  More.
Andrea Anderson, International Airport Centers (client since 1998)

"I recently asked my employees what they appreciate the most about the Freedom 401(k) plan.  Their number one response was the one-on-one attention provided to each and every eligible employee."
Wesley Lutz, Extreme Dodge/Hyundai (client since 1998)

"We've been with Freedom One since 1999 and during this time, we have seen a lot of improvements with our 401(k).  From recommending new plan provisions to helping our employees retire more successfully, Freedom One has done an outstanding job!"  More
William H. Cowden Jr, Security State Bank (client since 1999)

"Your promise to deliver a turnkey program has proven to be true."
Karen Briggs, Keil Enterprises (client since 2000)

"At all levels of the company, Freedom One is very responsive to questions, concerns, and changes that need to be made in order for the 401(k) to run smoothly.  Your staff, including client services and plan processors, is always very professional."  More
Susan Cardillo, East-Lind Heat Treat, Inc. (client since 2003)

"The management of fiduciary responsibilities is obviously an important issue for all employee benefit plans.  This point was reinforced by the fact that the National Association of Government Defined Contribution Administrators presented Oakland County with their 2005 Leadership Recognition Award for Innovation, based upon the implementation of our Investment Policy.  Thanks Freedom One - we couldn't have done it without you!"
Doug Williams, Oakland County Employees' Retirement Board

"The entire process was very organized and efficient."
Nancy Hahn, Annie Rae Chevrolet (client since 2004 - formerly with Prudential)

"Dealer principals, general managers, and key employees are all very satisfied with the expertise your firm provides with retirement planning and investing."
Sam Barbee, Missouri Automobile Dealers Association (client since 2004 - formerly with NADART)

"The Freedom One service model encompasses the entire retirement educational process from start to finish, including personal attention for my employees."  More
Katie Coleman, John Bowman Chevrolet, Inc. (client since 2006)

"The team of Retirement Consultants worked tirelessly to provide sound information, answer questions and conduct group and individual meetings, during day and night shifts.  We received positive feedback from Associates, with particular appreciation for the ability to meet privately to discuss retirement goals."  More
Gerri Barr, Excelda Manufacturing, Inc. (client since 2007)

"My year-end planning meetings with my prior provider left me with more questions and concerns about my fiduciary responsibilities than they had answers for...During my plan's 401(k) Fiduciary Review, it was keenly evident that Freedom One was on top of all the requirements and was aware of the elements commonly missed by plan fiduciaries."  More
Bradley D. Eagle, Eagle Engineering & Supply (client since 2007)

"I am writing to share our experience with the recent conversion of our 401(k) plan to Freedom One.  The process was seamless and easy.  Freedom One worked directly with our payroll company to ensure our file formats were ready in plenty of time for our first payroll transmittal."  More
Jim Kelly & Dennis Kruttlin, Alcona Motors, Inc. (client since 2007)

"I wanted to tell you how pleased I am with the transition from our prior 401(k) provider to Freedom One.  The education for our employees was fantastic."  More
Bryan P. Wood, Lee Wood Contracting, Inc. (client since 2007)

Plan design, implementation, and employee communication services provided by Freedom One Retirement Services. Registered investment advisory services provided by Freedom One Investment Advisors. Main Headquarters:

8031 M-15
Clarkston, Michigan 48348
P: 248.620.8100
F: 248.620.8111