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Business Services
business services

Investment and Insurance Services for Your Business Needs

The confidence you have with Sorrento Pacific Financial, LLC (SPF) Financial Consultants now extends to Investment and Insurance Services for your business. Let our SPF Financial Consultants, help you set goals and plan for your business' future. Whether you're looking for business services, insurance or investment advice, we're here for you.

Business and Insurance Services

We offer a complete line of insurance products for businesses. In addition to standard life insurance, SPF Investment and Insurance Services can assist with:

  • Disability Insurance for you and your employees
  • Overhead Expense Insurance
  • Group or Carve Out -- (Long Term Care) Plans
  • Key Person Life Insurance
  • Buy-Sell Agreements and Funding

Investments

Our SPF Financial Consultants can help you establish financial goals, assess your tolerance for market risk, and work with you to build a portfolio that will help you and your employees realize your goals. Count on your SPF Financial Consultant to review your portfolio periodically to help you keep current on market conditions.

We offer online trading to full service account management:

  • Defined Benefit Plans
  • Deferred Compensation Plans
  • 401(k), Money Purchase and Profit Sharing Plans

Contact a SPF Financial Consultant to schedule a no-obligation appointment:

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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 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 clients.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

For specific tax advice, please consult a qualified tax professional.

 

 


Check the background of this financial professional on FINRA's BrokerCheck.