JR Financial & Insurance Services - Santa Clara (CA)

Jeff Wagner We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.

Pandora Pipiringos Jack was extremely efficient and sympathetic to all of my issues. He explained everything to me and fixed all my problems. I AM VERY IMPRESSED!!!!

Julie Ricketts Wonderful service so helpful to us learn so much!!!

David Phillips Excellent service!

German Fernandez Very profesional, affordable prices and great business hours.