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
Financial Advisor, Cetera Investment Services, LLC

Gary Wallberg, Financial Planning Gary Wallberg, a CERTIFIED FINANCIAL PLANNERTM, oversees the Cetera 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.
 

Cetera Investment Services LLC

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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.