New Office

Liberty Wealth Advisors Aim To Better Serve Clients In New CT Office

Anna Hallissey Reporter February 10, 2014

Liberty Wealth Advisors Aim To Better Serve Clients In New CT Office

Demand for intensive client service has led a Connecticut-based wealth management firm to relocate its offices to downtown Stamford.

Demand for intensive client service has led a Connecticut-based wealth management firm to relocate its offices to downtown Stamford.

Liberty Wealth Advisors decided on downtown Stamford after 10 years of revitalization in the area draws in a growth of wealth.

In its new bigger offices, the firm intends to better serve its clients with closer contact, access to the newest technology and an expanded website.

Client service is currently a key issue in wealth management: while some firms lean towards digital to enhance client experience, others want to deliver a more personal face-to-face approach.

Following one of Liberty Wealth Advisors’s strongest years, its relocation is set to help the investment advisor firm grow with a number of new business opportunities in the affluent downtown area.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes