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Libertas Wealth Management Group
Libertas Wealth Management Group begleitet die Zukunft mit vertrauenswürdiger, persönlicher Finanzberatung.
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Business
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Libertas Wealth Management Group begleitet die Zukunft mit vertrauenswürdiger, persönlicher Finanzberatung.
Libertas Wealth Management Group ist eine in Columbus ansässige Finanz- und Beratungsfirma mit Sitz in 5003 Horizons Dr, Suite 200. Kunden beschreiben einen respektvollen, familienähnlichen Ansatz, bei dem die Berater zuhören, Ziele kennen und in ihrem besten Interesse handeln. Adam, Gina, Kim und Loren bieten einen schnellen Service, klare Erklärungen, regelmäßige Marktupdates und jährliche Planüberprüfungen für Ruhestand und Portfolios.
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Umfassendes Portfoliomanagement und Anlagestrategien, die auf Ihre finanziellen Ziele zugeschnitten sind.
Personalisierte Ruhestandspläne mit jährlichen Überprüfungen und Anpassungen, um eine sichere Zukunft zu gewährleisten.
Fachkundige Anleitung zu Investitionen, Marktupdates und finanziellen Entscheidungen in leicht verständlichen Begriffen.
Kostenlose Ressourcen wie das MyPromise-Kit und laufende Unterstützung, um Kunden mit finanziellem Wissen zu stärken.
Persönliche Treffen zur Überprüfung der Pläne, Beantwortung von Fragen und Aufbau langfristiger Beziehungen.
Gesamtbewertung
Bruce Moore
We’ve worked with Adam and his team through two home purchases, two out-of-state moves, and countless random financial questions. The team is patient, responsive, and always willing to walk us through the complex world of finance. We truly appreciate the support and guidance we’ve received over the years and can’t recommend them enough.
Andrew Lawhorn
Adam and his team are extremely professional, patient, informed, gracious, and they go to great lengths to make you understand your investments. They have a great system and we have done excellent with them. We recommend them to everyone looking for help with their portfolio.
Scott Boden
We have been clients of Libertas Wealth Management Group for many years. Throughout our experience, we have always been treated with great respect and almost like family. We have sought their advice on many occasions and their opinion is critical to our financial decisions. One of the things that we find so important is that they take the time to get to know US. Our hopes and aspirations for our future are always in the their mind and we have trusted them to offer guidance that serves our best interests. They support, challenge and help clarify our direction and it means a great deal to us to be able to trust them. All of the staff are so responsive with anything we need. Adam, Gina, Kim and Loren have become good friends in this financial effort in our lives. They always go the extra mile, and never forget a single detail. No matter how complicated our financial question may be, they are always ready to respond or seek out solutions that work best. We couldn't imagine this journey without their expertise and guidance. We are grateful for everything they do for us each day!!!
Kim Moore
My husband and I have both been with Libertas since 2012. We wouldn't trust our financial future to anyone else. The team is amazing and the MyPromise kit is such a great resource that they give their clients for free! I can't put into words how much I appreciate the financial advice, management and security we've gotten from working with Libertas.
Andrew Melaragno
We have been Libertas clients for several years. Adam, Kim and Gina do a great job of managing our retirement portfolio. Adam is constantly giving market updates and keeping his clients informed on current market situations via email. His explanations are in "layman's" terms and he uses great analogies to help his clients understand. We meet with Adam and Kim face to face annually to review our retirement plan and to make adjustments if needed. In between meetings the Libertas team is always quick to respond to any questions or needs we may have. We trust Adam, Kim and Gina and have referred family and friends to Libertas without hesitation.
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