Take Advantage of Financial Planning

Liberty Financial Services at Liberty National Bank offers a more personal way to manage your wealth – in your neighborhood. When it comes to planning or investing for retirement, there’s nothing like having a customized plan and trusted financial advice close to home. We provide access to financial planning services including wealth transfer and estate planning, life insurance, long-term care insurance, and business retirement planning.

When it comes to planning or investing for retirement, there’s nothing like having a customized plan and trusted financial advice close to home.

Financial Planning

With the right financial planner, you can achieve your short-term, mid-term, and long-term financial goals. Whether you want to purchase your first home, buy vacation property, invest money for retirement, save for your child’s education, or all of the above, we can recommend strategies to safely and effectively help grow your money.

Gary A. Wallberg CFP®

Vice President, Liberty National Bank
Financial Advisor, Infinex Investments, Inc.

Gary Wallberg, Financial Planning Gary Wallberg, a CERTIFIED FINANCIAL PLANNERTM, recently joined the bank to build and oversee our Infinex program. Liberty Financial Services strives to provide Bank customers with access to quality financial planning, investment planning and insurance planning close to home.

Gary comes to Liberty National Bank with more than 25 years in the financial services industry. He began his career in 1993 in the Life Insurance business, after having spent 10 years as an Engineer (his college education). With tongue in cheek, Gary likes to say he is a “recovering engineer”! He has held various roles in the industry, including positions with a high-end financial planning firm, three investment firms and various financial institutions throughout central Ohio.

Gary is a member of the Ada Area Chamber of Commerce and the Central Ohio Real Estate Entrepreneurs (COREE). He resides in Dublin, OH with his wife and two children. When he isn’t watching his son and daughter play soccer, he can be found giving back to the sport by refereeing, coaching or administering his kids’ teams. He also is very involved in charity activities through his church, St. Brigid of Kildare, and active in a number of groups within the church and community.
 
Check the background of this investment professional on FINRA’s BrokerCheck.
 

Infinex Investments, Inc.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Liberty Financial Services, LLC. is a subsidiary of Liberty National Bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Contact your local Liberty National Bank branch to schedule some time with Gary. You can reach him at gwallberg@MyLibertyFS.com or by phone at 419-634-5015.

* We do not provide tax advice. Consult your tax advisor.