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BBB Accredited Business since

Liberty Financial Group, Inc.

Phone: (262) 785-1377 Fax: (262) 785-6655 View Additional Phone Numbers 700 Pilgrim Pkwy Ste 300, Elm Grove, WI 53122

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This company offers financial planning and fee-only investment management services for individuals and small businesses, including education funding, estate planning, employee benefits, pension and retirement plans, insurance consulting, portfolio analysis, and client-only tax preparation.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Liberty Financial Group, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Liberty Financial Group, Inc. include:

  • Length of time business has been operating
  • No complaints filed with BBB

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Liberty Financial Group, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: November 04, 1994 Business started: 01/01/1981 in WI Business started locally: 01/01/1981 Business incorporated 09/09/1992 in WI
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Wisconsin State Office of the Commissioner of Insurance
P.O. Box 7873, Madison WI 53707-7873
Phone Number: 608-266-3585 state wide 800-236-8517
Fax Number: 608-266-9935 for general office

Phone Number: (202) 942-7040

Commissioner of Insurance
125 South Webster Street, Madison WI 53703
Phone Number: 6082663585 8002368517
Fax Number: (608) 266-9935

Type of Entity


Business Management
Mr. Thomas M. Wargin, President Ms. Shannon Nook, Director of Operations Ms. June A. Schroeder, Vice-President Mr. David Wargin, Portfolio Manager Assistant
Contact Information
Principal: Mr. Thomas M. Wargin, President
Business Category

Financial Planning Consultants Investment Advisory Service Mutual Funds Pension & Profit Sharing Plans Financial Services Educational Consultants Estate Planning & Management Tax Return Preparation Taxes - Consultants & Representatives Investment Advice (NAICS: 523930)

Hours of Operation
M: 8:30 AM - 5:30 PM
T: 8:30 AM - 5:30 PM
W: 8:30 AM - 5:30 PM
Th: 8:30 AM - 5:30 PM
F: 8:30 AM - 5:30 PM
Memorial Day to Labor Day: Mon-Thurs: 9AM to 5PM and Friday 9AM to 12PM
Industry Tips
Advanced Fee Loans Avoiding Fraudulent Tax Preparation Counterfeit Currency Credit Card Accountability, Responsibility and Disclosure (CARD) Act Credit-Budgeting Made Easy

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.