BBB Accredited Business since
BBB Business Reviews may not be reproduced for sales or promotional purposes.
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.
Request a Quote
View Business Review Inquiries
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
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
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
SECURITIES EXCHANGE COMMISSION
450 5TH ST NW, WASHINGTON DC 20549
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 ManagementMr. Thomas M. Wargin, President Ms. Shannon Nook, Director of Operations Ms. June A. Schroeder, Vice-President Mr. David Wargin, Portfolio Manager Assistant
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|