Welcome to your [hello future - I’m ready when you are] place.

Everyone has their confident place. Where you’re comfortable. Where everything clicks. We help you stay on track to reach your long-term financial goals, while balancing life’s peaks and valleys. We’re your very own professional you can turn to for trusted advice and guidance when it comes to your finances and investing.

Contact a Financial Advisor

Say hello to Raymond James Financial Services

We put the needs of our customers first. We work with Raymond James because they’re as dedicated to our customers’ planning needs as we are. Commitment to outstanding service has been Raymond James’ guiding principle since the firm was established in 1962.

Liberty Bank Investment Services: Solutions-based planning

Investments are a means to an end, whether the goal is comfortable retirement, your grandchild’s education or a legacy for future generations. That’s why we’ve chosen to focus on your goals, not your transactions. Our advisors’ recommendations come from a comprehensive assessment of your complete financial picture.


Having choices is important in investing. We believe your investment plan should be tailored to your lifestyle and needs. Through Raymond James, we can offer you an extensive array of investment alternatives and services.

  • Asset Allocation
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Identity Theft
  • 401(k)
  • Insurance and Annuities
  • Freedom Account
  • Investment Banking
  • Executive Solutions
  • Goal Planning

Get your financial plan started today with one of our Financial Advisors.

Contact a Financial Advisor

Check the background of our investment professionals on FINRA's BrokerCheck.


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 guaranteed by the bank, and are subject to risk 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.

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