Jeffrey Glatz - Morgan Stanley

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Providing confidence and clarity through financial planning and personal service

“There’s no greater display of confidence we receive from our clients than when they refer us to a friend or family member. Thank you for the many referrals over the years!” We are dedicated to providing investment management and strategic wealth planning to individuals, families, and businesses. Simply put, we strive to be our client’s trusted advisor. As your trusted advisor, we sit with you at the planning table along with attorneys, accountants, insurance specialists and many other professionals to bring you a comprehensive financial plan. Liberty Bell Financial Group's advisors aim to do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.