LG
Liberty Group
Liberty Group : Des conseils financiers fiables, fondés sur des relations à long terme centrées sur le client.
5(5 avis)
Comptable
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Liberty Group : Des conseils financiers fiables, fondés sur des relations à long terme centrées sur le client.
Liberty Group, situé au 411 30th St, 2e étage, Oakland, CA, propose des services de comptabilité, de finance et de conseil. Les clients décrivent l'équipe comme professionnelle, réactive et engagée dans des stratégies à long terme. Les conseillers sont salués pour leurs recommandations réfléchies, leur accessibilité et leur expertise pour naviguer dans la volatilité des marchés, les déménagements internationaux, les transactions immobilières et la diversification fiscale.
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Stratégies financières personnalisées à long terme et gestion d'investissements pour atteindre vos objectifs.
Planification et préparation fiscales expertes pour optimiser vos résultats financiers.
Des services juridiques complets pour les fiducies, les successions et la protection des actifs.
Orientation sur la planification de la retraite, y compris les comptes d'investissement et les stratégies de revenus.
Aide sur les aspects financiers des transactions immobilières et des déménagements internationaux.
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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