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 unique 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.

Unique, 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, 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 Privacy Notice

Related Products and Services

Meet Our Financial Advisors

Meet our experienced team that’ll help you with your financial game plan.

Raymond James Services

Providing the knowledge and expertise you need to make educated financial decisions.

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