LPL Financial at Liberty Bank Investment Services

Where your interests are our only interest.

Put Your Future First

When you use investment services, you need an advisor that will advocate for your future and give you objective advice.

Along with our broker-dealer, LPL Financial, we work with you to find appropriate investment choices for your life, your money, and your future – right here at Liberty Bank. To schedule an appointment, click the button below or give us a call at 773.594.6603.

MAKE AN APPOINTMENT

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Your Future Belongs Here

No matter where you are in your life or career, you deserve access to financial professionals who will help you plan an independent financial future that matches your goals.

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Young Families

Plan for the future of your family with investments that help you prepare to send kids to college and build a nest egg for when the nest empties.

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Career Starters

Start a smart investment portfolio to help you manage spending today and plan for tomorrow.

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Mid-Career Professionals

Take advantage of mid-career stability to fund your investment portfolio, preparing for your future by making smart investment decisions.

Retirement Planners

Approach the prime of life with confidence in your financial future and investment options.

Investment Services To Fund Tomorrow

Goal Setting

Share your goals with us and build a plan that sets you up for success. Learn how to manage spend and meet milestones.

Investment Management

Access knowledgeable specialists who help you develop a customized investment strategy based on your individual financial goals.

Retirement Planning

Enjoy retirement by planning for it today. Collaborate with financial professionals to plan, invest, and monitor your portfolio.

Wealth Management

Create a wealth management plan that uses stocks, bonds, and mutual funds to elevate and support your financial wellbeing.

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Insurance and Risk Management

Identify insurance strategies that account for your risk profile. Protect your assets with a strategic risk management portfolio.

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College Planning

Plan for the costs of higher education by connecting with our financial specialists to set goals, track progress, and create confidence in your educational future.

“At the end of the day, my job is to help our neighbors get what they want out of life.

It’s really important work and also incredibly gratifying.“

William C. Smigiel

Financial Advisor

Your Plan, Your Future

You are the most important factor – often overlooked – in building an investment strategy. Your story, your goals, and your unique situation are the primary elements to consider when creating an investment plan that works. That’s why we work to:

Understand your needs and long-term goals
Evaluate your paperwork and data
Establish a recommended investment strategy
Monitor and adjust your plan on a continuous basis

It’s this proactive, consultative approach that helps you devise an investment management strategy that fits your long-term plans.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Bank for Savings is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial, and may also be employees of Liberty Bank for Savings. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Liberty Bank for Savings. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Illinois