Products & Services There are many financial products in the market, and so choosing the ones that address an individual client’s needs can be complicated. Informed decisions about the products in any portfolio can be made after an assessment of individual needs. After meeting to do this, you should be better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. We provide comprehensive strategies to address the needs of our clients.We offer access to the following Products and Services:401(k)/ 403(b) retirement plans and Individual Retirement Accounts (IRAs)529 qualified tuition plansStocksBondsMutual fundsExchange Traded FundsUnit Investment TrustsCorporate Trustee Services*Cash and Banking SolutionsMarket-Linked CDsFixed Income/Rate InvestmentsFixed AnnuitiesVariable AnnuitiesLife InsuranceLong-Term Care InsuranceDisability InsuranceCharitable Remainder Trusts*Charitable Lead Trusts*Hourly Consulting Program (includes the following):Tax PlanningInvestment Planning / Asset AllocationRetirement PlanningEstate PlanningCash Flow/ Budgeting / Debt Payoff PlanningBusiness PlanningEducation PlanningInsurance Needs PlanningPersonal Financial Planning*Liberty Bell Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. Go Back To What We Do Contact Us Today Name Email Phone Question Thank you! Oops!