Liberty Financial Group Revenue

Financial Services • Elm Grove, Wisconsin, United States • 11-20 Employees

Liberty Financial Group revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Key Contacts at Liberty Financial Group

Deanna Lopes

Owner

Amanda Denton

Divisional Director: Group Marketing, Communication And Customer

June Ann Schroeder

Founder

Kevin Lorch

Owner

Company overview

Headquarters	13150 Watertown Plank Rd, Suite 203, Elm Grove, WI 53122, US
Phone number	+12627851377
Website	lfgwi.com
NAICS	52
SIC	628
Founded	1981
Employees	11-20
Socials

Liberty Financial Group Email Formats

Liberty Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@lfgwi.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}	j@lfgwi.com	71.4%
{first name}	john@lfgwi.com	28.6%

About Liberty Financial Group

Since 1981, we have been putting clients first. As a fee-only financial planning firm we are paid by our clients only. We sell no products and accept no commissions, referral fees, or outside compensations. Operating under the fiduciary standard we provide pure, financial planning and investment recommendations in the best interest of our clients. We charge for our time, planning advice, and portfolio management only. As a result, our Liberty Financial Group team serves as your personal guide, leading you to achieve your aspirations with integrity, knowledge, and common sense.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Liberty Financial Group has 23 employees across 7 departments.

Departments

Number of employees

Funding Data

Liberty Financial Group has never raised funding before.

Liberty Financial Group Tech Stack

Discover the technologies and tools that power Liberty Financial Group's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Acuity Scheduling

Appointment scheduling

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Google Maps

Maps

Express

Web frameworks

Google Font API

Font scripts

Frequently asked questions

Liberty Financial Group is located in Elm Grove, Wisconsin, US.

You can reach Liberty Financial Group at +12627851377.

Liberty Financial Group generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.

Liberty Financial Group has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Liberty Financial Group was founded in 1981, making it 45 years old. The company has established itself as a significant player in its industry over this time.

Liberty Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Liberty Financial Group

Deanna Lopes

Owner

Amanda Denton

Divisional Director: Group Marketing, Communication And Customer

June Ann Schroeder

Founder

Kevin Lorch

Owner

4.8

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