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Business Profile

Financial Planning Consultants

First Liberty Financial

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(901) 757-9382Write a Review

About

Overview

First Liberty Financial

7520 Capital Dr Ste 100

Germantown, TN 38138-0804

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BBB Accreditation & Rating

BBB Accreditation: None

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

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About This Business

1st Liberty Financial provides retirement planning services, including Medicare and Social Security planning, estate and income planning, and veterans benefits assistance. The company assists clients with custom-designed financial programs tailored to individual needs.

Years in Business: 36

Products and Services

First Liberty Financial offers retirement planning, investments, life & health insurance.

Business Details

Local BBB:
BBB of the Mid-South
BBB File Opened:
7/1/1997
Business Started:
1/1/1990
Alternate Names:
First Liberty Financial, LLC

Additional Contact Information

Principal Contacts
Mr. J. R. Witt, Owner
Customer Contacts
Mr. J. R. Witt, Owner
Fax numbers
Primary Fax: (901) 757-9253
Social Media

Licensing information

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.

Additional Information

Business Categories
Financial Planning Consultants, Financial Services, Life Insurance, Retirement Planning Services, Health Insurance, Investment Advisory Services, Financial Consultants, Financial Planning Kits, Portfolios, Wealth Management

Frequently asked questions about First Liberty Financial

  • Is First Liberty Financial BBB Accredited?

    No, First Liberty Financial is not BBB Accredited. Businesses are under no obligation to seek accreditation.

  • What is the BBB rating of First Liberty Financial?

    First Liberty Financial has an A+ BBB rating. Ratings run from A+ to F and are BBB's opinion of how a business is likely to interact with its customers, based on complaint history, transparency, and available public data.

  • How many complaints does First Liberty Financial have on BBB?

    First Liberty Financial has no complaints filed with BBB in the last 3 years.

  • How do I file a complaint against First Liberty Financial?

    You can file a complaint against First Liberty Financial on BBB.

  • Where is First Liberty Financial located?

    First Liberty Financial is located at 7520 Capital Dr Ste 100, Germantown, TN 38138-0804.

  • What does First Liberty Financial do?

    The BBB Business Profile for First Liberty Financial describes the business as follows: 1st Liberty Financial provides retirement planning services, including Medicare and Social Security planning, estate and income planning, and veterans benefits assistance. The company assists clients with custom-designed financial programs tailored to individual needs. Business category: Financial Planning Consultants.

  • How long has First Liberty Financial been in business?

    First Liberty Financial has been in business for 36 years, since 1990.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.