Real Stories from Our Clients

Hear what people are saying about their experience with us.

A Journey Shared

How Rick Found Clarity and Confidence in His Retirement Plan

When you work with Liberty Group, you’re not just getting a plan—you’re starting a long-term partnership built around your goals. In this video, our founder David Hollander explains what to expect when you engage with our team: from a short questionnaire and document review to a personalized, thoughtful discussion about where you are and where you want to go.

If we spot opportunities, we’ll offer clear recommendations—no pressure, just insights. And once you become a client, we’ll create a comprehensive plan you can access online, with regular check-ins throughout the year to stay aligned with your life, the markets, and potential tax changes.

Disclosure: These clients of Liberty Group are not being compensated for sharing their opinion and experience with our firm. Due to Liberty Group's relationship with the testimonial providers, material conflicts of interest may arise, including but not limited to a financial incentive to promote our firm, an affiliation or relationship with our firm, or preferential treatment. The testimonial providers' comments and experience may not be representative of any other person's experience with the firm.

What Our Clients Say About Working With Liberty Group

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Joycelyn Odom profile picture
Joycelyn Odom
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The Del Junco family has been the best with helping me with my investments since I retired 7 years ago! I am grateful for their support and advice and fully recommend them!
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Jeff Wagner profile picture
Jeff Wagner
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We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.
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David Kong profile picture
David Kong
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We have been with Liberty Group since 2017 and have received excellent financial & legal services. Our advisor Adam McNulty listens, provides thoughtful recommendations and is readily available.
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Corkery Family profile picture
Corkery Family
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We always receive excellent financial advice from our FA Stan Godsky. He is very responsive to any and all questions or requests for a call or zoom.
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jack ravazza jr. profile picture
jack ravazza jr.
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Very professional group. Answered all my questions and gave good advise as to what to expect down the road so I could make appropriate decisions.
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jim marsh profile picture
jim marsh
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We're very satisfied with the service provided by David Gillamore and his associates at the Liberty Group.
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Carl Edmonds profile picture
Carl Edmonds
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We have been working with David Hollander and the Liberty Group for 12 years. David and his entire staff are most professional, caring and friendly. David has managed our assets flawlessly and even in difficult times, has "grown" that which we have placed under his care and oversight. Highly recommended!!
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Jay Morgan profile picture
Jay Morgan
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It's always a pleasure to meet and talk with knowledgeable financial professionals. Liberty Group has made my retirement worry free.
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Our Locations

  • Oakland
  • 411 30th Street, Second Floor, Oakland, CA 94609
  • 510-658-1880
  • Larkspur
  • 485 Magnolia Ave, Larkspur, CA 94939
  • 415-229-9002
  • Walnut Creek
  • 1255 Treat Blvd, Suite 307, Walnut Creek, CA 94597
  • 510-658-1880
  • San Mateo
  • 1900 S. Norfolk Street, Suite 350, San Mateo, CA 94403
  • 510-658-1880
  • Cupertino
  • 10080 N. Wolfe Road, Suite 200, Cupertino, CA 95014
  • 510-658-1880
  • Newport Beach
  • 4675 MacArthur Ct # 590, Newport Beach, CA 92660
  • (949) 504-8673

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