First American Bank Investments & Financial ServicesInvestments & Financial Services

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Investment Services

To help you reach your financial goals, First American Bank now offers an investment program through Sorrento Pacific Financial, LLC (SPF). Stop by the bank today to meet with a Sorrento Pacific Financial, LLC registered representative who can help you start investing to meet your financial needs. The representative can provide you with an analysis based on your personal financial profile.

Invest your time before you invest your money. Get help with securing your financial future. Contact your local investment professional with Sorrento Pacific Financial, LLC (SPF) at First American Bank. For more information call 1-800-738-2265.

     

Financial Services Include:

  • Mutual Funds
  • Tax Deferred Annuities
  • Personal Investment Planning
  • Roth IRA & Educational IRA
  • Discount Brokerage Services*
  • Business Retirement Plans

Investing in Your Financial Future

Retail Investment Services

Through Sorrento Pacific Financial, LLC (SPF), a registered broker-dealer, First American Bank provides experienced investment consultants who will work with you to establish a personal investment plan after learning your financial needs and goals.

The first step is to take a realistic assessment of where you are today. Evaluate your goals whether they may be saving for a second home, income preservation tax-reduction strategies saving for your children or grandchildren's college education, or retirement. Then determine whether you are looking for an investment plan that provides monthly income or one that accumulates capital over the long term.

Meet with our Registered Representatives to analyze your individual investment objectives, asset levels, and risk tolerance. A consultant 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.

Individual Retirement Accounts (IRAS)

Tax Savings Provided through Various IRA Options and Terms – Talk to our Registered Representatives about personal investment management and retirement accounts including Traditional, Roth, education, Fixed Rate, Variable Rate, and Self-Directed IRAs.

Self-directed Brokerage Services

Place Your Own Trades – With our self-directed brokerage service, take advantage of the web to trade stocks and bonds, gain access to valuable investment research, and monitor portfolio performance. Because you're not seeking investment advice, you'll save brokerage commissions.

Small Business Retirement Plans

Reduce Taxes, Attract and Retain Employees – Business owners may work with our Registered Representatives to develop a small business retirement plan that offers tax advantages, tax-deferred growth, and a program to attract and retain employees. Products offered are 401(k)s, 403(b)s, SEPs, Simple Plans, Profit Sharing and Money Purchase Plans, Defined Benefit Plans, Defined Contribution Plans, Simple IRA, SEP IRA and Roth IRA.

Contact First American Bank TODAY

For more information about our products or services or to talk to one of our Sorrento Pacific Financial, LLC Registered Representatives or call us at 1-800-738-2265, visit our branch investment center, or log onto our website at www.fabt.com. We'll work together with you to develop a personalized investment profile to help you meet your financial goals for tomorrow.

Services provided through
Sorrento Pacific Financial, LLC

Registered Representatives are employed by First American Bank and registered through Sorrento Pacific Financial, LLC, (SPF) (member FINRA/SIPC), a registered broker dealer and registered investment adviser. SPF and First American Bank are not affiliated. Investments and Insurance Products are NOT FDIC insured, NOT a deposit, NO BANK guarantee, May LOSE value. NOT insured by any Government Agency.

* Discount Brokerage Services are offered through Sorrento Pacific Financial, LLC, a member of FINRA/ SIPC.

Internet Trading

Trading as low as $19.95*!
Click Here

Save time & money! With our new Internet trading site, offered through Sorrento Pacific Financial, LLC (SPF), member FINRA/SIPC, you can access your brokerage account 24 hours a day. This enables you to place trades, get stock quotes, retrieve news and economic reports, track your portfolio, research securities and chart stock histories.

*$19.95 on all Internet orders for the first 1,000 shares. Plus $.02 for each additional share over 1,000 for Equities only. Options are also available at our already low prices.

First American Bank Investments & Financial Services
Not a Deposit. No Bank Guarantee
Not insured by FDIC or any other Federal Agency. May lose value.

  


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