Liberty Group

Name: Liberty Group
Address: 411 30th Street, Oakland, CA, 94609, US
Telephone: (510) 658-1880
Price range: $$$
Rating: 5

Liberty Group: Trusted financial guidance grounded in long-term, client-focused relationships.

5(5 reviews)

accountant

$$$

Directions Call Website

About

Liberty Group, located at 411 30th St, Second Floor, Oakland, CA, offers accounting, finance, and consulting services. Clients describe the team as professional, responsive, and invested in long-term strategies. Advisors are praised for thoughtful recommendations, accessibility, and expertise in navigating market volatility, cross-country moves, real estate transactions, and tax diversification.

Photos

1 / 1

Location

411 30th St Second Floor, Oakland, CA 94609, USA

Get directions

Information

411 30th Street

Oakland, CA, 94609

(510) 658-1880 libertygroupllc.com/locations-oakland-financial-services/

Is this your business?

Claim Liberty Group to manage your storefront, respond to reviews, and receive customer leads.

Services

Financial Planning

Personalized long-range financial strategies and investment management to meet your goals.

Tax Services

Expert tax diversification planning and preparation to optimize your financial outcomes.

Trust and Estate Planning

Comprehensive legal services for trusts, estates, and asset protection.

Retirement Advisory

Guidance on retirement planning, including investment accounts and income strategies.

Real Estate Transaction Support

Assistance with financial aspects of real estate deals and cross-country moves.

5.00 · 5 reviews

Overall rating

Joycelyn Odom

via Google

· 1 year ago

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!

Jeff Wagner

via Google

· 1 year ago

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.

David Kong

via Google

· 1 year ago

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.

Corkery Family

via Google

· 1 year ago

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.

Carl Edmonds

via Google

· 3 years ago

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!!