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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
FIVE STEPS TO BUILDING A STRONGER FINANCIAL FUTURE
- Determine your goals and priorities
- Determine short-term goals
- Establish long-term objectives
- Identify your investment style
- Conservative
- Moderate
- Aggressive
- Review your current finances and time frame
- Determine the amount to invest
- Determine your time horizon to meet your goals.
- Evaluate and select your investments
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- 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. Insurance products are provided through ICBA Insurance
Services, Inc.
Start by meeting with one of our Registered Representatives.
Call 1-888-853-6633 to begin building a stronger financial future.
Investment Services provided
through Sorrento-Pacific
Financial LLC
(member FINRA/SIPC)
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NOT FDIC INSURED NO BANK GUARANTEE |
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