First Liberty Financial Mortgage

First Liberties Financial has been providing a diverse range of financial services for over 30 years, aiming to meet the comprehensive needs of both corporate and individual clients. Established in 1995, the firm specializes in investment banking, institutional trading, capital raising, and wealth management, operating as a broker-dealer member of FINRA, SIPC, and MSRB.

The company distinguishes itself through its independent advisory approach in investment banking, offering objective expertise in private placements of debt and equity, public securities underwriting, and mergers and acquisitions for middle-market companies with annual sales typically between $5 million and $500 million. Their institutional trading desk is highly experienced in fixed income and equity securities, including municipal bonds, structured products, and mortgage-backed securities, catering to financial institutions like broker-dealers and community banks.

First Liberties Financial also focuses on capital raising, acting as a third-party marketer to raise assets globally for institutional money managers across various investment strategies, including hedge funds and private equity. Furthermore, they design and implement Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) investment vehicles for high-net-worth individuals and family offices, showcasing a broad scope of financial solutions beyond traditional lending.