At Liberty Wealth Advisors, we like to say that we were remote before it was cool to be completely virtually accessible. Since the inception of our firm, being there for you has always been our top priority, and that includes being available for you at your comfort level. Whether you prefer meeting us in a conference room at the public library or from the comfort of your own home, your team of advisors will be just a video call away from helping you reach your financial goals.
We designed the accessibility of our firm around the convenience of our clients, so you can be assured that every appointment that we make with you will be tailored to your availability. When you work with us, your dreams for the future are literally at your fingertips!
Our team members are widespread, just like our clients, and as a result, we have people that are willing to help you with whatever you need in your time zone, so you can avoid any confusing or conflicting schedules. You will be able to get in touch with your team of advisors through a variety of methods that each reflect the way our remote firm is modeled – whether that be a phone call, a Zoom meeting, or even a quick email, we’re there to meet with you to discuss any questions or concerns that may arise.
And let’s be honest – saving on gas and not having to find parking can be considered a plus, too!