Our vision is to provide our customers superior financial solutions, comprehensive products and an unparalleled service experience. We are proud to be a partial owner of Plimoth Investment Advisors, a limited purpose trust company providing investment advisory and trust services to high net worth individuals, non-profit organizations, and institutional clients. PIA integrates traditional fiduciary trust services into the relationship, where appropriate. Each client relationship works with two professionals: an investment officer who manages portfolio assets and a wealth management officer who provides fiduciary oversight of trust where applicable and all other service aspects of the relationship. Each person is a specialist in their respective area, and each client has direct access to both members of their service team.
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Consultant. 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. †For specific tax advice, please consult a qualified tax professional. **PIA Investment products provided are not bank guaranteed, are not FDIC or DIF insured and may lose value.
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