Financial Advisors
Mesa, AZ
Liberty Star Wealth, run by Michael, is a financial advisory firm specializing in comprehensive financial planning, investment management, and retirement planning for individuals and small business owners. They offer personalized guidance on retirement savings, investment strategies, education savings, insurance planning, and business wealth building, with flexible in-person and virtual consultations. Their data-driven approach focuses on clear financial strategy without emotional decision-making.
Ideal for: Pre-retirees and retirees planning retirement income, small business owners building personal wealth, families saving for education, individuals seeking comprehensive financial strategy
Service area: Mesa, AZ and surrounding communities
Registered Investment Advisor: Securities and financial planning services offered through LPL Financial, a registered investment advisor and FINRA/SIPC member, ensuring compliance and professional oversight.
Personalized Retirement Strategy: Specializes in creating customized retirement plans for clients at any stage, including those starting later in life, with proven track record of helping clients reach significant savings milestones.
Multi-Service Financial Approach: Offers integrated planning spanning retirement, investments, education savings, insurance, and business wealth building, providing comprehensive financial guidance beyond single-service advisors.
Address: 3707 E Southern Ave #2068, Mesa, AZ 85206
Phone: (480) 808-6654
Website: libertystarwealth.com
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