Capabilities designed to meet all your needs

Financial Advisors at Liberty Bank have the experience and resources to build unique solutions focused on your needs, such as:

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

We’re specialists in all of these areas. Not to mention, we give you the products and support necessary along with the service you deserve and have come to expect.

Our disciplined advisory process helps you develop a plan

At Liberty Bank Investment Services, we emphasize the importance of counseling, identifying your needs and concerns and building a customized financial plan designed to meet your specific objectives. Here’s how we do it:

1) Understand your needs
Your Financial Advisor gets to know you and your family while gathering information about your current situation, concerns and goals.

2) Design a comprehensive plan
Our team analyzes the information and designs solutions intended to help you reach your objectives. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to put your plan into action.

3) Implement the plan
We put the plan into motion. We execute your customized strategy using the extensive tools available to us through Raymond James.

4) Manage the plan once it’s in place
Now, we check the progress of your investments and how they relate to your goals, periodically reviewing all relevant information. We’ll work with you if we feel you have to adjust particular components of your plan as your circumstances and goals change.

advisory_process

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

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, 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.

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