Merchants
On-Line Banking
Featured Testimonial
Joe Genshlea

The Merchants National Bank"It's the personal service that makes Merchants so different. Everybody at the bank knows you. When you call, they can give you answers on the spot. The people at Merchants have a personal connection with their customers. It's a great institution - I wish there were more businesses like it."

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Investment Services

To help you reach your financial goals, Merchants National Bank offers investment services through Sorrento Pacific, LLC, (SPF) a registered broker-dealer and some or certain insurance products through ICBA Insurance Services, Inc. Meet with our SPF Registered Representatives to analyze your individual investment objectives, asset levels, and risk tolerance. Our Registered Representative will explain the wide array of investment options available to you and will recommend products to support your investment plan by customizing an investment portfolio to meet your objectives.

Investment services include:

  • Mutual Funds
  • IRA Investing
    Traditional
    Roth
  • Personal Investment Planning
  • Educational Savings Plans
    529 College America Plans
  • Tax Deferred Annuities
  • Small Business Retirement Plans
    SEP/IRA’s
    401(K) Profit Sharing Plans
    403(B) Retirement Plans
  • Life Insurance
  • Long-Term Care
  • Discount Brokerage Services (through Pershing Securities)

Investment products offered through Sorrento Pacific Financial, LLC, (SPF) a registered broker-dealer (member FINRA/SIPC) and certain Insurance products offered through ICBA Insurance Services, Inc., are not affiliated with The Merchants National Bank of Sacramento. Investment representatives are employed by Merchants National Bank and registered through SPF.

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

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The Merchants National Bank
1015 7th Street, Sacramento, CA 95814
(916) 442-3883 - Phone
(916) 442-0675 - Fax
mnbank@merchantsnational.com

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