Investing | For businesses and non-profits

Whether you're planning for your own future or that of your family — or even for the future of a business or non-profit organization — Liberty Bank/Raymond James' investment professionals are committed in helping you achieve your financial goals.

From providing employees with retirement options to seeking investment opportunities, Liberty/Raymond James' investment professionals can help you choose those investment vehicles that are right for your organization today, and enable future growth as well.

Liberty Bank Investment Services, a division of Liberty Bank, can help you make sure the money your business earns works hard for you and your employees. With a combination of financial know-how and a broad array of investment products offered through Raymond James, our Raymond James financial advisors can assist you in potentially maximizing those hard-earned dollars and planning for the future.

Retirement Plans

Think your business is too small to afford a retirement plan? Think again. Thanks to changes in federal regulations, there's no reason why a small business today can't have a pension program. You can set one up for as little as $120 in annual fees.

Through Liberty's Investment Services, you have access to a wide range of retirement programs, including

  • SEP (Simplified Employee Pension)
  • IRA 401(k) Plans
  • Profit Sharing

Putting a retirement plan in place is just the beginning. Our Raymond James financial advisors will conduct ongoing educational meetings to help your employees get the most out of their retirement plan. We'll monitor the performance of the investments you've chosen and make periodic recommendations to adjust them based on market conditions. It's not enough just to establish a plan; we support it to meet the needs of your business and your employees.   

For more information on retirement plans available through Liberty Bank Investment Services/Raymond James, or call 1(888) 570-0774.

This site is published for residents of the U.S. only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Financial Services, Inc. located at Liberty Bank, 315 Main Street Middletown, CT 06457 1(888) 570-0774

Securities and investment advisory services offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, are not bank deposits or insured by the FDIC; are not obligations of or guaranteed by Liberty Bank; are subject to investment risks, including possible loss of principal; may go down in value; and are not insured by any Federal Government Agency.