Keywords: establishment,finance,insurance_agency,point_of_interest

Libertas Financial Advisors - Frisco (TX)

Address: 🏡 9355 John W. Elliott Dr N25, Frisco, TX 75034

Phone : +1 (972) 646-2525

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJp-JoKR0_TIYRbtufGXsKTU4

Where is Libertas Financial Advisors 🏡?
9355 John W. Elliott Dr N25, Frisco, TX 75034
What is the phone number Libertas Financial Advisors 📱?
(972) 646-2525
What Clients Are Saying about Libertas Financial Advisors (on GG)

5 /5 Jerry Parsley: Jeremy has proven to be an utterly trustworthy source of financial advice, concerning our retirement funds. His advice, and the resulting performance of those retirement fund accounts, are a great source confidence in our financial future. He takes his role as a fiduciary very seriously, and clings to very solid, stable and traditional financial values..

5 /5 Keenan Garcia: Libertas Financial Advisors exceeded all my expectations! Their team is incredibly knowledgeable, approachable, and genuinely committed to helping clients succeed. They took the time to fully understand the financial goals and created a clear, personalized plan that gives total confidence for anyones future. What truly sets them apart is their transparency, professionalism, and attention to detail. Everyone will feel secure knowing their finances are in such capable hands. Highly recommend to anyone looking for exceptional financial guidance!

5 /5 Ernesto B. Andujar: Jeremy Patton is absolutely amazing at what he does. He has a way of making the whole insurance process so easy to understand, even when it feels overwhelming. Jeremy truly listens and takes the time to find the best options that fit your specific needs. He’s always quick to respond, super reliable, and goes above and beyond to make sure you’re taken care of. You can tell he genuinely cares about his clients and wants the best for them. Working with him is such a stress-free experience, and you know you’re in great hands. If you need someone who’s knowledgeable, trustworthy, and down-to-earth, Jeremy’s your guy!

5 /5 Amber Perry: Libertas Financial Advisors has been wonderful to work with over the years. They have incredible service, great expertise and a very personalized approach. I highly recommend. Very thankful for the peace of mind their team had helped create for myself and my family.

5 /5 Nolan Stokes: Jeremy has a knack for explaining complex financial concepts in a way that’s easy to understand, which has significantly boosted my confidence in managing my finances. He is always proactive, responsive, and genuinely committed to helping me succeed.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJp-JoKR0_TIYRbtufGXsKTU4

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monica maldonado: Sean was great in the beginning. Last year was a disaster. I received some other couples taxes thru the portal that lived in Plano. I called immediately to notify him and got no response. I sent several emails, left messages, sent messages thru the portal and got no response. This was a 2 to 3 weeks span of time. I was charged for the couples tax returns and this was never corrected, either. I had my identity stolen last year and not getting a response for weeks was a deal breaker. I did get the correct taxes finally sent to me but not getting a call back about the situation was unacceptable. I left several messages via phone, email and the portal. I wasnt asking for a ton of time but this error should have been addressed. I also never got a response on the charges, which I am still sure I was charged incorrectly. I will never do business with him again. If you make a mistake, own up to it. Dont leave your clients to hanging.

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