Liberty Group
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
411 30th St Fl 2, Oakland, California, 9...Phone Number
(510) 658-1880Website
www.libertygroupllc.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
1
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2
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2
About Liberty Group
California Financial and Retirement Planning specializes in retirement, financial, tax, and estate planning services. They focus on helping individuals and families, particularly physicians and tech employees, prepare for retirement through tailored strategies. Their process includes discovering clients' values and goals, diagnosing potential issues, developing comprehensive plans, and maintaining ongoing relationships. The firm also hosts workshops and provides educational resources to enhance clients' financial literacy.Explore more
Liberty Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Liberty Group
<$5M
11-50
Private
-
1999
CH
Claire HollanderWealth Advisor & Investment Advisor & Representative & Manager, Office Larkspur
Company Profile Activity
Activity Insights
Liberty Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Liberty Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Liberty Group.
Liberty Group Tech Stack
A closer look at the technologies used by Liberty Group
Most Recent Scoops
Pain Point
, according to a front-line source in operations management, is experiencing challenges related to capacity planning.
Pain Point, Capacity Planning, Facilities Management, Operations
Pain Point
Project
, according to a front-line source in operations management, is planning to remediate challenges related to business activity monitoring software. Liberty Group is planning to update workflow. The organization is currently evaluating various vendors.
Pain Point, Software, Workforce Management, Forecasting, Corporate Strategy, Operations
Project
, according to a front-line source in operations management, has completed initiatives related to business activity monitoring software within the last twelve months.
Software, Workforce Management, Forecasting, Corporate Strategy, Operations
Pain Point
Project
, according to a front-line source in operations management, is planning to remediate challenges related to business process management (BPM). Liberty Group is planning to update workflow. The organization is currently evaluating various vendors.
Pain Point, Analytics & Insights, Workforce Management, Corporate Strategy, Operations
Project
Spending/Investment, Financial Planning, Funding, Machine Learning, Artificial Intelligence, Finance, Operations
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Frequently Asked Questions Regarding Liberty Group
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California Financial and Retirement Planning specializes in retirement, financial, tax, and estate planning services. They focus on helping individuals and families, particularly physicians and tech employees, prepare for retirement through tailored strategies. Their process includes discovering clients' values and goals, diagnosing potential issue... Read More
