Liberty Group
Business details
- Category
- Financial Services · Financial planner, Financial advisor, Investment service
- Address
- 411 30th St Second Floor, Oakland, CA 94609
- Phone
- (510) 658-1880
- Website
- libertygroupllc.com
- Neighborhood
- Pill Hill
- County
- Alameda County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Liberty Group brings personal financial planning, investment guidance, estate planning and tax preparation to Pill Hill in Oakland and the families across Alameda County who want a single trusted team for their money. Clients often describe working with the team for many years, with advisors who explain strategies in plain language and make complex markets easy to understand.
Our advisors stay close to the markets so our clients don't have to, guiding them through changing conditions with honesty and care. Many clients also rely on our in-house tax preparation and estate planning, so their financial, legal and accounting needs are coordinated under one roof.
From the first greeting to ongoing portfolio reviews, we aim to be kind, thorough and professional, building plans that help each client's money go as far as possible.
Book through Calendly to schedule a conversation with our team.
Our advisors stay close to the markets so our clients don't have to, guiding them through changing conditions with honesty and care. Many clients also rely on our in-house tax preparation and estate planning, so their financial, legal and accounting needs are coordinated under one roof.
From the first greeting to ongoing portfolio reviews, we aim to be kind, thorough and professional, building plans that help each client's money go as far as possible.
Book through Calendly to schedule a conversation with our team.