Six Steps

For personal service - 1-800-738-2265
24 hr voice response - 1-800-520-2265
For personal service - 1-800-738-2265
1/18/2025 to 1/20/2025We will be closed on Monday, January 20, 2025 in observance of Martin Luther King Day.

2/13/2025 to 2/18/2025We will be closed on Monday, February 17, 2025 in observance of President's Day

2/27/2025 to 3/5/2025We will be closed on Tuesday, March 4, 2025 in observance of Mardi Gras

5/22/2025 to 5/27/2025We will be closed on Monday, May 26, 2025 in observance of Memorial Day.

6/14/2025 to 6/20/2025We will be closed on Thursday, June 19, 2025 in observance of Juneteenth.

6/30/2025 to 7/5/2025Happy 4th of July! All offices will be closed on Friday, July 4, 2025.

8/29/2025 to 9/2/2025We will be closed on Monday, September 1, 2025 in observance of Labor Day.

10/8/2025 to 10/14/2025We will be closed on Monday, October 13, 2025 in observance of Columbus Day.

11/6/2025 to 11/12/2025We will be closed on Tuesday, November 11, 2025 in observance of Veteran's Day.

11/22/2025 to 11/28/2025We will be closed on Thursday, November 27, 2025 and open 8-Noon on Friday to celebrate Thanksgiving.

12/20/2025 to 12/26/2025We will close at Noon on Wed, Dec 24 2025 and be closed on Thur, Dec 25 2025. Merry Christmas!

12/28/2025 to 01/02/2026We will close at Noon on Tue, Dec 31 2025 and be closed on Wed, January 1 2026. Happy New Year!

9/10/2024 to 9/12/2024All offices will be closed Wednesday, Sept 11, due to Hurricane Francine.

9/11/2024 to 9/13/2024We will delay the opening of all branches until 12 p.m. on Thursday, September 12th.

1/20/2025 to 1/24/2025Due to the winter storm impact on Thursday, January 23nd, all locations will be Drive Up Only.

First American Bank, a banking tradition since 1910

Six Steps

Investments

Take charge of your future with Sorrento Pacific Financial, LLC (SPF) services offered through First American Bank's Investments and Financial Services Department.

Your SPF registered representative will take you through the six steps to help you create the best plan for your long-term goals.

Six Steps to Building a Stronger Financial Future

1. Determine your goals and priorities

Your short-term goals
Your long-term goals

2. Review your current financial situation

Your investments to meet short-term goals
Your investments to meet long-term goals

3. Identify your investment style

Conservative
Moderate
Aggressive

4. Select investments for your goals and investment style.
Possible objectives are:

Safety of principal
Growth of capital
Current income
Tax-deferred income

5. Evaluate your investment choices

Features and benefits of suitable investment products
Investment objectives, historical performance, and costs of the investment products you are considering

6. Start today!

Contact a Representative