A real relationship Helping you pursue your life's goals
The Liddy Group
619-557-4850
855-747-8691
600 West Broadway
Suite 2100
San Diego, CA 92101
Our relationship forms the basis of all of our work together. We don't make decisions for you – we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action.
It all comes down to delivering advice that is relevant to your life and your financial success.
The Liddy Group video library
Courtney Liddy has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020
- Forbes Top Female Wealth Advisors, 2019
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