Use our Investment Services to build a future you’ll feel confident about.

Need to make a financial plan? We know just where to begin. Our knowledgeable team of financial advisors has the experience and resources to give you confidence about tomorrow. Our advisors work with you to build long-term planning solutions – with advice and investments tailored specifically to your needs. Getting started is easy—contact us and we’ll help put a plan together in no time.

Personalized Financial Solutions

Our knowledgeable financial advisors are here to help guide you into the future. Our areas of expertise include:

  • Retirement
  • Legacy and estate
  • Trust and charitable giving
  • Tax planning
  • Small business
  • Insurance and protection planning

With Liberty Bank Investment Services, we give you the products and support you need along with the service you deserve and have come to expect. We emphasize the importance of counseling, identifying your needs and concerns, and building a customized financial plan designed to meet your objectives. Here’s how we do it:

1) Understanding you and your family, while gathering information about your situation, concerns and goals.

2) Designing a comprehensive plan with solutions intended to help you reach your objectives. We answer your questions, consider alternatives and outline the steps to put your plan into action.

3) Implementation of your customized strategy using the extensive tools available to us through Raymond James.

4) Management of the progress of your investments, while periodically reviewing all relevant information. We’ll work with you to adjust your plan as your circumstances and goals change.


Contact a Financial Advisor

Contact a Financial Advisor at Liberty Bank Investment Services to start working on your financial plan today. Call (888) 570-0774 or use our contact page to tell us how to get in touch with you. 

Check the background of our investment professionals on FINRA’s BrokerCheck

Disclosures

Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC and are not deposits, are not insured by the FDIC or any government agency, are not obligations of the bank, are not guaranteed by the bank and are subject to risks and may lose value. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Liberty Bank and Liberty Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

Raymond James Legal Disclosure

Raymond James Privacy Notice

With Liberty Bank, you're going places. In this case, to a different website.

cancel continue

Disclaimer: Links to third party sites are provided for your convenience. These sites are not within the control of Liberty Bank and may not follow the same privacy, security, or accessibility standards as Liberty Bank. Liberty Bank does not warrant any offerings from the third party providers, nor is Liberty Bank responsible for the security, content or availability of any third party sites, or their partners.

Disclaimer: Links to third party sites are provided for your convenience. These sites are not within the control of Liberty Bank and may not follow the same privacy, security, or accessibility standards as Liberty Bank. By accessing the SmartLenders Program via the provided link, you acknowledge the SmartLenders Program is not under the control of Liberty Bank. Liberty Bank does not warrant or endorse any offerings from third party providers, nor is Liberty Bank responsible for the security, content or availability of any third party sites or their partners including SmartLenders or the lenders that may be accessed by you through your use of the SmartLenders Program (the “Lenders”). Under no circumstances will Liberty Bank be responsible for any damages arising from the transactions between you and any Lenders or for any information appearing on SmartLenders’ site. SmartLenders will provide Liberty Bank with the following information about your application: applicant name; type of company; email address; loan amount requested; and progress status toward approval and funding. Liberty Bank may use this information to monitor your experience with SmartLenders and market Liberty’s services to you.