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Featured Testimonial
Joe Genshlea
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Investment ServicesTo help you reach your financial goals, Merchants National Bank offers investment products and some or certain insurance products through Sorrento Pacific Financial, LLC, (SPF) a registered broker-dealer. 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:
Investment products and certain insurance products offered through Sorrento Pacific Financial, LLC (SPF) a registered broker dealer (member FINRA/SIPC) are not affiliated with The Merchants National Bank of Sacramento. Investment representatives are employed by Merchants National Bank and registered through SPF. Financial Consultant, Steven C. Lim, is insurance licensed and can conduct Securities business in the State of California. California Insurance License #0D021626 NOT FDIC-INSURED |
"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."