Choosing State Bank of Odell Financial Services

Investments

We always strive to determine which investment products are most appropriate for your situation and risk tolerance. We also seek to provide a source of trust, ensuring we have a clear understanding of your own particular needs and goals.

Through our relationship with Sorrento Pacific Fincancial (Member FINRA/SIPC) we offer clients an assortment of quality investment choices. Our products and services include:

• Retirement Planning
• Traditional IRA's
• Roth IRA's
• SEP/SIMPLE IRA's
• 401(k)'s
• 403(b)'s
• Annuities
• Education planning
• 529 College Savings Plans
• Coverdell Education Savings Accounts
• UGMA/UTMA's
• Investments
• CD's
• Bonds
• Stocks
• Mutual Funds
• Separately Managed Accounts
• Insurance
• Life Insurance
• Long Term Care Insurance
• Disability Insurance

Please feel free to contact Paul by phone or e-mail if you would like any further information about these topics, or to set up an appointment.

Investment products offered through Sorrento Pacific Financial, LLC, a registered broker-dealer and FINRA member firm, and Insurance products offered through ICBA Insurance Services Inc., not affiliated with State Bank of Odell. Not FDIC Insured. Not guaranteed by State Bank of Odell. May go down in value. Not a deposit. Not insured by any Federal Agency.

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