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Investments & Insurance

Available through Sorrento Pacific Financial, LLC

Whether you’re saving for college or planning for retirement, our Sorrento Pacific Financial1 Investments & Insurance team is here to help you turn your goals into plans. With a range of options, we strive to understand your financial situation—all so we can recommend the highest quality products, services, and information. Because when you feel confident in what’s next, the future always looks a little brighter.

Personal

Personal Investments

Support your children’s dreams, customize your investment portfolio, or prepare for the day you retire. Explore a range of IRA and Retirement Plan Rollovers.

Personal Insurance

With a comprehensive financial plan, we’ll ensure that you and your loved ones have enough coverage. From life insurance to long-term care and disability, we’ll find the option that works best for you and your family.

Business

Group Retirement Plans

Owning a business doesn’t just mean ensuring your company’s future — it means ensuring your employees’ futures, too. Whatever the size of your company, our experienced team is here to help you choose a competitive group retirement plan.

Business Insurance

For generations, we’ve helped local businesses find insurance coverage that works for them. With a range of offerings, we’ll ensure you feel good about the future of your business.

Get in touch today for a complimentary financial consultation.

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Featured

Year End Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year Consider opportunities to defer income to 2021, particularly if you think you may be in a lower tax bracket then. For example, you may be able to…

1Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank customers.