Network·Venture Capital
📍 ELM GROVE, WI
SEC CRD #801-124940
Milwaukee, Wisconsin - Fee-Only Financial Planning | Liberty Financial Group Inc. — Liberty Financial Group, Inc. We put you first because your future is our business Knowledge, Integrity, and Common Sense Why Liberty Financial Group, Inc.? Want a fee-only, fiduciary advisor that listens and truly cares about what is important to you? Want your assets managed individually, rather than in a boiler-plate model? Since 1981, we have been putting clients first. As a fee-only planning firm we are paid by our clients only. We sell no products and accept no commissions, referral fees, or outside compensations. Operating under the fiduciary standard we provide pure, financial planning and investment recommendations in the best interest of our clients. We charge for our time, planning advice, and portfolio management only. As a result, our Liberty Financial Group team serves as your personal guide, leading you to achieve your aspirations with integrity, knowledge, and common sense. Click this Link to Schedule Your Free "Get to Know You" Meeting Today! Customer Relationship Summary (Form CRS) GET IN TOUCH WE'D LOVE TO HEAR FROM YOU CONTACT US Visit Us We are located in the Town Bank building on Watertown Plank Rd. on the second floor in suite #203. There is ample parking in the back of the building, just off of Church Street, and when you enter the building the stairs to the second floor are on your right. Just past the stairs, on the first floor, is an elevator as well. Customer Relati
SHANNON NOOK
PRESIDENT/CCO
📞 (262) 785-1377
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AUM
$194M
Location
ELM GROVE, WI
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