About Liberty Group
Reviews for Liberty Group
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Liberty Group, founded in 1997, is an independent investment advisor dedicated to helping pre-retirees and retirees in Orange County and Southern California achieve their dream retirements. They offer a range of services including investment advice, wealth management, financial planning, estate planning, and tax planning. Clients praise the attentive and knowledgeable staff, particularly advisor Nicholas, who provides clear explanations and is always available to address questions. Many clients feel secure knowing their assets are well managed and appreciate the regular communication and support they receive. Overall, Liberty Group is highly recommended for its excellent client service and commitment to helping individuals and families with their financial goals.
Even though I am not the most experienced in finance, it has been really easy to to get use to investing because of the great help of my financial advisor, Nicolas, he is always willing to help whenever I need. Also, communicating with him has been really easy and helpful answering any questions. Over all, I highly recommend this service as their attention to clients, knowledge, and experience is top tear.
Very happy with the team and performance so far. We've been with Liberty group for about 3 years and we sleep very well knowing that our assets are well managed. Our advisor, Nicholas del Junco takes excellent care of us!!
Nicholas is our advisor. He has been really informative and takes the time to fully explain. He answers our questions in detail and presents full information. We meet regularly and he always makes time to a phone call or email. We are pleased with his services.