Investment Services

Financial Advice and Planning Tailored Specifically to Your Needs

Our knowledgeable team of Raymond James Financial Advisors have the experience and resources to give you confidence in your financial future. Getting started is easy—contact us and we will provide you guidance and support, customized to you.

Personalized Financial Solutions

Our knowledgeable and experienced Financial Advisors are here to help guide you. Our areas of expertise include:

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

With Liberty Bank Investment Services, in partnership with Raymond James, we give you the solutions and support you need along with the service you deserve. 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.