565 Montgomery Street
Family Wealth Management
You can’t buy meaning in life, but money does make a difference. By mindfully planning your ﬁnances, you can work towards your most important life goals: your own enjoyment, your family’s ﬁnancial well-being, support for your community and the charities you value.
Lieblich Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. By providing the most personal service available, we have earned a reputation for excellence in the industry by striving to address your financial goals and ensure that you enjoy financial security in every stage of your life. Asher & David can provide insight and understanding to help you better define your financial objectives.
Asher and David Lieblich are experienced professionals with a hands-on approach to financial guidance. Not only do our clients find them knowledgeable, but they also discover they truly care about their financial objectives. One of our primary goals is to develop a long-term, trusting relationship with you.
Care is taken to get to know our clients and their unique financial situation and goals. At Lieblich Financial Serices, we want to help you save for milestone occasions such as providing a college education for your children, hosting a dream-come-true wedding, and enjoying a secure retirement, without overlooking that you may want to finance a new home, enjoy vacations, and have special nights out with family and friends.
Our philosophy is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.
Do you wish to schedule an appointment? Please send us an email at or call us at (718) 771-0887