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.
Website: libertygroupllc.com
Phone: (510) 658-1880
Cross Streets: Near the intersection of 30th St and Summit St
Closed now
- Tue 8:00 AM - 5:00 PM
411 30th St Oakland, CA 94609 ·2336.13 mi
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Reviews
yelpSeveral years before my retirement in early 2015, I made a habit of listening to David Hollander every Saturday morning on KNBR. His broadcasts concerning Social Security, income generating...
MoreProfessional, friendly, made money for me!! I highly recommend the Liberty Group. David and his staff are amazing.
MoreI got fooled by his radio show. At the beginning of 2019, I had him manage $2.25 million in what was promised to be a customized investment strategy. His fee was slightly above 1%, so I...
MoreIt seems this firm is way too concerned with the status of would-be clients rather than helping people financial plan. I spoke with a gentleman about services (tax, financial planning, etc.) and...
MoreCalled for an appointment, left on hold for 35 minutes I gave up and hung up, you never get a second chance to make a first impression
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