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Investment Services

To help you reach your financial goals, Merchants National Bank provides investment products and 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:

  • Mutual Funds
  • IRA Investing
  • Traditional
  • Roth
  • Personal Investment Planning
  • Educational Savings Plans
  • 529 College America Plans
  • Tax Deferred Annuities
  • Small Business Retirement Plans
  • SEP/IRAs
  • 401(k) Profit Sharing Plans
  • 403(b) Retirement Plans
  • Life Insurance
  • Long-Term Care
  • Discount Brokerage Services

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 #0D21626

NOT FDIC-INSURED

NO BANK GUARANTEE

MAY GO DOWN IN VALUE

NOT A DEPOSIT

NOT INSURED BY ANY GOVERNMENT AGENCY