Liberty One Wealth

Ethan Gotto9 months ago

9 months ago

I’ve recently started working with Guilian regarding my financial planning and I can’t recommend him enough. He’s very knowledgeable, responsive, transparent, communicative and attentive. If you’re in the market for a great financial planner then you’ve come to the right place. 10/10 would recommend scheduling a consultation with him

Ryan Lindsay1 year ago

1 year ago

Great and caring advisors at Liberty One. Jacky P has given me peace of mind with my long term strategy. He helped me navigate this complex financial market and make sure my assets are allocated properly to mitigate risk across my portfolio. If I could give 10 stars, I would.

Cassie Sun2 years ago

2 years ago

The advisor I talked to was really great! He answered all my questions, and provided me with a lot of clear, manageable information in the 1.5 hours that we spent together. He didn't try to upsell any products to me or push me into an investing strategy I wasn't comfortable with. I will definitely be using their services again if needed.

Larry Daniel4 years ago

4 years ago

My wife and I had a top notch experience working with Guilian from Liberty One Wealth Advisors. He was a great listener and made specific recommendations based on our goals as a family. We feel much more confident in our financial plans after working with Guilian and will continue to consult with him going forward. Highly recommend!

Nicole Perna4 years ago

4 years ago

I've been nothing but grateful to have Fan as my financial advisor at Liberty One Wealth Advisors. When I tell you that she truly cares about her clients, she sincerely does and goes above and beyond to make sure you are happy and informed about what is going on. She remembers the little things which can go such a long way. Her expertise is 5 stars because she is passionate about what she works in, naturally born brilliant and wants to see her clients as successful as possible. I am sure lucky to be placed with Fan and if you are looking for someone to trust with your funds, she is the real deal.

Rosemary Chen4 years ago

4 years ago

I had a great experience with Liberty One Wealth advisors. Fan is very professional and has extensive knowledge on the investing opportunities applicable to me. I have firm belief that she and her team can support your investment needs as well. 100% recommend!