Financial strategies for startup employees, business owners, and real estate investors. Improve personal and business cash flow Employee stock option strategies Real estate investment Tax-free retirement income Estate planning
Call us or visit our website to schedule an appointment. Liberty Group is an independent investment advisor serving pre-retirees and retirees who want to build and protect their dream retirements. Located in downtown Larkspur, we work with individuals and families throughout Marin County and Northern California. Our services include investment management, wealth management, and comprehensive financial planning, as well as estate and tax planning.
At Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Orinda, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Financial planning and coaching is designed to help you have a clear view of your money and your financial goals - and a pathway to achieve them. Whether your goal is eliminating debt, growing wealth, discussing money in your relationships, or just wanting to make more educated financial choices, coaching can enable you to feel more confident and conscious about the financial choices you need to make to reach your personal and professional goals.
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Fee-only, hourly financial planning, socially responsible investment management, and group retirement plan services.
We are great at empowering women, couples, and progressive inheritors of wealth who seek to better align their money and finances with their values. We offer socially responsible investment portfolio management in partnership with Natural Investments LLC for individuals and families who care about social justice and wish to make a positive impact with their wealth -- in their families, in their communities, and in the world.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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