Financial Planning

Liberty Financial Services 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.
  • Financial Planning
  • Wealth Transfer and Estate Planning*
  • Life & Long Term Care Insurance
  • Business Retirement Planning
* Contact your attorney for legal advice.

Gary A. Wallberg CFP®

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

Gary Wallberg, Financial Planning Gary comes to Liberty National Bank with over 25 years in the Financial Services industry. He recently joined the bank to build and oversee our Infinex program located at Liberty National Bank. Liberty Financial Services was started to provide Bank customers with access to quality, local Financial Planning, Investment Planning and Insurance Planning.

Gary 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 working for a high-end Financial Planning firm, 3 Investment Firms and as a Financial Advisor through Financial Institutions in Central Ohio.

Gary resides in Dublin, OH with his wife and 2 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 is active in a number of groups within the Church and community.

Contact your local Liberty National Bank branch to schedule some time with Gary. You can reach him at gwallberg@MyLibertyFS.com.
 
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.

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