Liberty Wealth Strategies
Financial Services - Canonsburg, Pennsylvania, United States
Liberty Wealth Strategies Employees
Liberty Wealth Strategies Details
To us, comprehensive financial planning & wealth management is strategically combining various life goals, alongside financial goals. At Liberty Wealth Strategies, we specialize in creating a long-term financial plan, while maintaining short-term objectives. Once a plan is established, we deliver a high level of service to monitor our client's progress. To our firm, it's more than just investing. It's about fulfilling the dynamic needs of the families and businesses we serve.Our clients rely on us for more than just financial planning, investment management & insurance services. We practice the art of listening to our clients closely, then we take a holistic approach that allows us the opportunity to make referrals in other areas such as banking, estate planning and taxes.Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPCwww.finra.org and www.sipc.orgAdvisory services offered through J.W. Cole Advisors, Inc. (JWCA) JWC/JWCA and Liberty Wealth Strategies are unaffiliated entities.Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users' posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of JWC/JWCA.
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