Liebert Investment Management, LLC - Home

Liebert Investment Management is a local, family-owned firm that provides custom investment portfolios and needs-based financial planning. We offer:

  • Comprehensive financial, tax, and estate planning
  • Customized in-house portfolio management
  • Retirement income planning
  • Multigenerational planning
  • Superb client service

We work to manage clients’ financial well-being so that you can feel comfortable.

Most Recent Article

Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act

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Market Updates

Market Thoughts (video)

Weekly (02/20/18)

Monthly (02/05/18)

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