LPL Financial at Liberty Bank Investment Services

Where your interests are our only interest.

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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 in Chicago. 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 get to know you and 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 be prepared to raise your kids, send them to college, and build a nest egg for yourself when the nest empties.

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Career Starters

Build a smart investment portfolio to help you manage spending today and plan for tomorrow. Getting an early start with saving and investing is a gift to your future self.

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Mid-Career Professionals

Take advantage of mid-career stability to fund your investment portfolio and prepare for a bright, secure future through the smart, strategic investment decisions you make today.

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Retirement Planners

Approach the prime of life with confidence in your financial future and investment options. Enjoy the freedom to fund your hobbies, travel plans, and other passions.

Investment Services To Fund Tomorrow

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Goal Setting

Share your goals with us and we can help you build a plan that puts you on the path to financial success. Learn how to manage, spend, save, and meet milestones.

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Investment Management

Access knowledgeable specialists right here in Chicago who can help you develop a customized investment strategy based on your individual financial goals and risk tolerance.

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Retirement Planning

To enjoy retirement tomorrow, you have to plan for it today. It’s never too early to start saving and investing. Collaborate with Chicago, Illinois-based financial professionals to plan, invest, and monitor your portfolio. Since we’re right here in Chicago, it’s easy to stop by and sit down with us periodically to review your portfolio and talk through changes in your finances, life plans, and the impact they have on your financial strategy.

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Wealth Management

Create a wealth management plan that combines a portfolio of stocks, bonds, and mutual funds to elevate and support your financial well-being.

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Insurance and Risk Management

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

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College Planning

Plan for college costs by connecting with our financial specialists to set goals, track progress, and create confidence that you’re ready to fund your or your child’s educational future.

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“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
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Your Plan, Your Future

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

  • Get to know you and understand your needs and long-term goals
  • Identify the level of risk you can tolerate
  • Evaluate your paperwork and data
  • Establish a recommended investment strategy
  • Monitor and adjust your plan regularly to be sure you stay on track

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

BrokerCheck by FINRA

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:

LPL Disclosure

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