David Hollander, Esq.
Liberty Group
(510) 658-1880
https://libertygroupllc.com/
Liberty Group, Holdings, Inc. operates the following range of businesses through controlled entities, collectively referred to as Liberty Group (or "LG" ): Hollander & Hollander, PC ("H&H"), Liberty Alternative Asset Management, LLC ("LAAM"), Liberty Tax Planners, LLC ("LTP"), Liberty Wealth Management, LLC ("LWM") and Lifetime Planning Marketing, Inc. ("LPM"), CA # 0F17020. Persons engaging the services of one affiliated LG company should be aware that each company is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections, some of whom are regulated entities subject to different governing regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity, not for another. Further, the protections afforded when doing business with one affiliated entity may not necessarily exist with another.
Investment advisory services are offered through Liberty Wealth Management, LLC, an SEC-registered investment adviser. Securities are offered through Fidelity Brokerage Services, Inc. ("Fidelity"), Member FINRA, SIPC. Past performance is no indication of future results. Investing involves risk, including the possible loss of principal. The opinions expressed and material provided are general information and should not be considered a solicitation for purchasing or selling any security. Nothing presented herein is intended to provide specific legal or tax advice. Financial and planning decisions must be based on your specific due diligence, investment objectives, economic, risk tolerance, and individual financial and personal circumstances. Before investing, you should consult with a qualified professional - a competent financial, legal, or tax advisor, or another, to aid in due diligence as proper for your situation to determine the suitability of the risk and tax consequences associated with any investment. For additional information on LWM or any of its affiliated persons who are registered or required to be registered as Adviser Representatives of the firm, please visit www.adviserinfo.sec.gov, or view our website at www.libertygroupllc.com or contact us directly at 411 30th Street, 2nd Floor, Oakland, CA 94609, T: 510-658-1880, F: 510-658-1886. Registration with the SEC or any reference to or use the terms "registered investment adviser" or "registered" does not imply that LWM or any associated person has achieved a certain level of skill or training.
