Investment Services

Liberty Bank Investment Services:

You have goals. We have plans.

You come to Liberty Bank for convenient, no-hassle banking for personal and business needs. But what if you want to think beyond that, and plan for a lifetime of financial well being or protecting your business from unforeseen challenges? That's what our financial planners are here for. We’ll put together a strategy to help you build and manage wealth, enjoy a confident retirement, pass wealth to the next generation, and secure your business interest.

We partner with Raymond James Financial Services Inc., one of the  nation’s biggest and most respected broker-dealers, with a diverse offering of products and services for personal needs and business owners, as well. Anything large financial firms can do, we can do for you right here, with financial planners who’ve earned respected designations for financial and retirement planning.

You’re in great company with Raymond James Financial Services, Inc, Member FINRA/SIPC:

  • More than 3,200 financial advisors throughout the U.S
  • Recognized leader in investment services
  • Established in 1974
Footnotes:

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.


Please read the Securities Investor Protection Corporation coverage statements.

www.finra.org www.sipc.org

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an Independent broker/dealer, are not bank deposits or insured by the FDIC; are not obligations of or guaranteed by Liberty Bank; are subject to Investment risks, including possible loss of principal; may go down in value; and are not insured by any Federal Government Agency.  Liberty Bank and Liberty Bank Investment Services are independent of Raymond James. Raymond James Financial Services Inc. located at Liberty Bank, 315 Main Street, Middletown, CT 06457 1 (888) 570-0774.

 
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