The wealth management firm, Liberty Wealth Advisors, has moved its offices to Summer Street.
The Connecticut-based wealth management firm now has offices at 707 Summer St.
“Downtown Stamford has experienced a revitalization in the past 10 years and provides an excellent geographic location for us as we pursue a growing number of new business opportunities,” LWA President Michael Parry said in a statement.
The move stems from Liberty Wealth Advisors unprecedented growth in the last year and will enable LWA to maintain closer contact with its customers and serve them better, according to the company.
Wealth management is an extremely service-intensive business – one where client service is a must-have, particularly in the post financial crisis era. As the company grows, LWA can better serve its clients with its new, larger space, access to the newest technology, expanded website, and a continued long-term investing approach.
Liberty Wealth Advisors is a registered investment advisor whose principals have been serving clients nationally for over 25 years. The firm is registered with the Securities Exchange Commission. Liberty’s investment professionals hold the Certified Financial Planner® (CFP) designation. They are dedicated to helping investors make informed financial decisions, work through financial challenges, and build and preserve wealth.