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Liberty Group
Liberty Group: Orientación financiera confiable basada en relaciones a largo plazo centradas en el cliente.
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Liberty Group: Orientación financiera confiable basada en relaciones a largo plazo centradas en el cliente.
Liberty Group, ubicado en 411 30th St, Segundo piso, Oakland, CA, ofrece servicios de contabilidad, finanzas y consultoría. Los clientes describen al equipo como profesional, receptivo y comprometido con estrategias a largo plazo. A los asesores se les elogian por sus recomendaciones reflexivas, su accesibilidad y su experiencia para navegar la volatilidad del mercado, mudanzas entre países, transacciones inmobiliarias y la diversificación fiscal.
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Estrategias financieras a largo plazo personalizadas y gestión de inversiones para alcanzar sus objetivos.
Planificación experta de diversificación fiscal y preparación para optimizar sus resultados financieros.
Servicios legales integrales para fideicomisos, patrimonio y protección de activos.
Orientación sobre la planificación de la jubilación, incluyendo cuentas de inversión y estrategias de ingresos.
Asistencia con aspectos financieros de acuerdos inmobiliarios y mudanzas internacionales.
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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