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.
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®
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.
Financial Advisor, Cetera Investment Services, LLC
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
Click here to view Cetera Investment Services
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.