BBB Accredited Business Profile

Liberty Financial Group, Inc.

Liberty Financial Group, Inc.

(262) 785-1377

Liberty Financial Group, Inc.

37 years in business
700 Pilgrim Pkwy Ste 300
Elm Grove, WI 53122-2064
Fax Numbers
  • (262) 785-6655
Additional Phone Numbers
  • (877) 750-1377
Additional Email Addresses
  • info@lfgwi.com
BBB File Opened: 11/04/1994
Business Started: 01/01/1981
Business Started Locally: 01/01/1981
Business Incorporated: 09/09/1992 in WI
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Thomas M. Wargin, President
  • Ms. Shannon Nook, Vice President of Operations
  • Ms. June A. Schroeder
  • Mr. David Wargin, Principal
Business Category
  • Financial Planning Consultants
  • No License Required Financial Consultants
  • Investment Advisory Services
  • Pension and Profit Sharing Plans
  • Retirement Planning Services
  • Financial Services
  • Investment Management
  • Employee Benefit Consultants
  • Credit and Debt Counseling
  • Educational Consultant

Service Area
We service the following area(s): Wisconsin
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.
BBB accredited business

A+

Overview

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.

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BBB Reason for Ratings

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

Business Profile

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
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Liberty Financial Group, Inc.

Liberty Financial Group, Inc.

BBB ACCREDITATION SINCE 01/19/2010

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