Liberty Group is a diversified financial services company consisting of licensed investment professionals of high ethical standards. We are dedicated to providing financial services, products, and support that assist our clients in reaching their unique financial objectives.
Liberty Group was organized on March 11, 1999 by our president, Mr. David Hollander. A registered broker dealer, Liberty Group is a member of FINRA, SIPC and MSRB. Additionally, as a federally registered investment adviser, we fall under the oversight of the US. Securities & Exchange Commission (SEC).
Additionally, Mr. Hollander founded C.A.S.E.P. (California Association of Senior Estate Planners). He wrote AB 412 and worked on numerous pieces of legislation affecting our industry.
Mr. Hollander believes in providing a superior level of advice, using honesty, integrity and knowledge as the basis for our client's success. Liberty Group fulfills this vision by offering a broad range of customized services tailored to the specific needs of each of our individual clients.
A separate business, the Law Offices of Hollander & Hollander, makes legal services available to all Liberty Group clients.
Our independent insurance arm, Lifetime Planning Marketing Inc. can assist you with many of your insurance needs.
Liberty Group also provides tax preparation services through independent and affiliated tax practitioners.