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Investment Overview



To help you reach your financial goals, Community Shores Bank offers investment products through Sorrento Pacific Financial, LLC. Stop by the bank today to meet with a Sorrento Pacific Financial registered representative who can help you start investing to meet your financial needs.

Our representative can provide you with an analysis based on your personal financial profile.

Investment Services include:
  • Mutual Funds
  • IRA Investing
    Traditional
    Roth
  • 529 College Plans
  • Life Insurance
  • Tax Deferred Annuities
  • Small Business Retirement Plans
    Simple IRA's
    401(K) Plans
  • Retirement Plans for Non-Profits
    403 (B) Plans
    457 Plans
Your Sorrento Pacific Financial, LLC registered representative at Community Shores Bank will take you through the five steps to help you create the best plan to meet your short and long-term goals.

FIVE STEPS TO BUILDING A STRONGER FINANCIAL FUTURE
  1. Determine your goals and priorities
    • Determine short-term goals
    • Establish long-term objectives
  2. Identify your investment style
    • Conservative
    • Moderate
    • Aggressive
  3. Review your current finances and time frame
    • Determine the amount to invest
    • Determine your time horizon to meet your goals.
  4. Evaluate and select your investments
    • Mutual Funds
    • Variable Annuities
    • Fixed Annuities
       
  5. Start building a stronger tomorrow.. today!

Contact a representative at 1-888-853-6633

Registered Representatives are employed by Community Shores Bank and registered through Sorrento Pacific Financial, LLC (SPF, member FINRA/SIPC), a registered broker-dealer. SPF and Community Shores Bank are not affiliated.   Representatives of a registered broker dealer may only conduct business in a state if the representatives and the broker dealer (a) satisfy the qualification requirements and are approved to do business by that state OR (b) are excluded or exempted from that states registration requirements.   We are registered in the following states:  AZ, FL, IL, MI

Start by meeting with one of our Registered Representatives to begin building a stronger financial future. Contact a representative at 1-888-853-6633

Investment Services provided
through Sorrento-Pacific
Financial LLC
(member FINRA/SIPC)

NOT FDIC INSURED      NO BANK GUARANTEE
MAY GO DOWN IN VALUE      NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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