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Liberty Group
Your trusted partner for comprehensive financial planning and wealth management in Oakland.
5(5 reviews)
accountant
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Your trusted partner for comprehensive financial planning and wealth management in Oakland.
Liberty Group is a premier financial services firm in Oakland, CA, offering expert accounting, financial advising, and legal support to individuals and families. With a 4.7/5 rating from satisfied clients, we specialize in long-range planning, investment management, tax diversification, and trust services. Our dedicated team, including advisors like David, Matt, and Adam, provides personalized strategies to navigate market volatility and achieve your financial goals. Established with a commitment to professionalism and care, we help clients with everything from real estate transactions to retirement planning.
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Personalized long-range financial strategies and investment management to meet your goals.
Expert tax diversification planning and preparation to optimize your financial outcomes.
Comprehensive legal services for trusts, estates, and asset protection.
Guidance on retirement planning, including investment accounts and income strategies.
Assistance with financial aspects of real estate deals and cross-country moves.
The Del Junco family has been the best with helping me with my investments since I retired 7 years ago! I am grateful for their support and advice and fully recommend them!
We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.
We have been with Liberty Group since 2017 and have received excellent financial & legal services. Our advisor Adam McNulty listens, provides thoughtful recommendations and is readily available.
We always receive excellent financial advice from our FA Stan Godsky. He is very responsive to any and all questions or requests for a call or zoom.
We have been working with David Hollander and the Liberty Group for 12 years. David and his entire staff are most professional, caring and friendly. David has managed our assets flawlessly and even in difficult times, has "grown" that which we have placed under his care and oversight. Highly recommended!!
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