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Our Philosophy

Investment Philosophy

Liberty Group's primary focus is to assist our clients in establishing and achieving their financial goals. We have developed a preeminent group of licensed investment specialists to provide you with the highest quality advice possible.

We measure our client's investment performance on a total portfolio basis, taking into account our client's risk tolerance and goals.

Liberty Group is interested in permanent investment relationships that are mutually beneficial. We are sure you will appreciate the dedication we give this business and our clients in particular. As a firm, we are committed to providing you with prompt, courteous and high quality service. All of our Financial Advisors and our entire staff look forward to a long and rewarding relationship.

Business Philosophy

Our philosophy is that our representatives should be at the forefront of their field. Our focus allows us to have one of the finest reputations in the industry.

Operating autonomously, but drawing on the financial resources of our clearing firm, National Financial Services, LLC, A Fidelity Investments™ Co., we offer our clients the best of both worlds: direct support of a personal Financial Adviser and access to some of the most sophisticated financial tools available.

This high degree of synergy along with our full spectrum of high level professional services gives our clients the familiarity of a personal relationship and the advanced investment access they deserve.