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Investments

Liberty Investment Services, Inc. is a subsidiary of Liberty Savings Bank, FSB.

The cornerstone of Liberty Investment Services is to provide the highest level of unbiased financial services and advice. Our representatives concentrate their time and energies on understanding your individual financial goals, not on product quotas and sales goals. To maximize client service and investment opportunities, we have a brokerage affiliate arrangement with LPL Financial, Member FINRA/SIPC.

Unbiased Financial Guidance

Over the past decade, LPL Financial has become a leading source of objective advice for accumulating and managing personal wealth. LPL Financial representatives are experienced, with an average of 10 years as professionals in the financial services industry when they join the organization. And, as part of LPL Financial, they possess the tools to provide high-quality, unbiased solutions, including a full array of nonproprietary investments:

  • Mutual funds.
  • Comprehensive fee-based asset management.
  • Annuities & other tax-sensitive investments.
  • Domestic & foreign securities.
  • Direct investments.
  • Insurance.
  • Estate planning.

Top-Notch Investment Research
Our investment representatives have direct access to the LPL Financial analyst team and to state-of-the-art tools and technology designed to help increase effectiveness and efficiency. This helps us to focus on customer relationships and investment solutions.

Comprehensive Approach
If you prefer a more comprehensive approach, we can formulate a personalized investment management strategy. Our fee-based asset management programs range from one that may combine mutual funds, annuities and individual securities in a single portfolio to services that allocate assets among leading institutional portfolio managers, index funds or tax-sensitive investment options. We also have access to proprietary software for integrated estate, retirement and college planning.

One-To-One Support by Hundreds
More than 700 employees assist representatives with everything from product knowledge to customer service. LPL Financial has developed high-quality continuing education programs for representatives to ensure they fully understand the available products and the most suitable uses. Its training discipline also stresses the necessity and the benefit of adhering to both the spirit and letter of the securities laws when selecting investment options for you. To further support representatives, LPL Financial has installed state-of-the-art technology, such as an advanced call management system in its customer service center and computer-based programs for communicating account information with you via the Internet.

Setting a Higher Standard
LPL Financial's rise to prominence has been driven by a commitment to independence, excellence and the basic premise that achieving your financial goals require:

  • Solid, unbiased advice.
  • Meaningful, timely information and research.
  • Easy access to value-added investments and services.
  • Unparalleled customer service.

Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC.

To contact a Liberty Investment Services Representative click here.

NOT FDIC INSURED.

Not A Deposit. May Lose Value. No Bank Guarantee. Not Insured By Any Federal Government Agency. LPL Financial is not affiliated with Liberty Savings Bank. The LPL Financial registered representatives associated with this site are registered to discuss and transact securities business with residents of the following states: CA, CO, FL, IL, MI, OH, PA, SC, UT.

 

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