Liberty Group

Estate Law • Wealth Management • Tax Planning

General Information
Company Name
Liberty Group
Founded Year
1999
Location (Offices)
Oakland, United States +3
Founders / Decision Makers
Number of Employees
56
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Liberty Group - Company Profile

Liberty Group is an independent financial services firm founded by David Hollander in 1999. The company provides investment and insurance solutions aimed at helping clients achieve their financial objectives. Mr. Hollander, an elder law attorney and skilled financial adviser, is known for his expertise in advising Californians on asset protection and has been actively involved in legislative efforts impacting retirees. Notably, he led the legal action in CASEP vs. CA Dept of Health Services and authored Assembly Bill 412 (Chan) on insurance consumer protection. Liberty Group's commitment to assisting people in achieving successful retirement is upheld by its representatives who prioritize honesty, integrity, and knowledge in guiding clients. The firm offers a comprehensive range of customized services tailored to each client's specific needs and is a Registered Investment Adviser. For more information, visit the Liberty Group social media disclosures.

Taxonomy: Estate Law, Wealth Management, Tax Planning, Investment Solutions, Insurance Solutions, Elder Law, Financial Adviser, Asset Protection, Retirement Planning, Registered Investment Adviser, California Law, Long Term Care, Consumer Protection, Financial Legislation

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