Insurance Finance & Investment Investment Securities Retirement Planning
We provide investment services through our broker dealer, Sorrento Pacific Financial, LLC, at Farmers & Merchants Bank & Trust (F&M Bank & Trust). We serve Burlington, IA and surrounding areas, and are licensed and registered in several other states.
Our mission is to get to know our clients, to help determine their financial goals, and provide innovative guidance and direction in reaching them. Whether just starting out, or looking to rollover a 401(k), we are here to plan for your future.
At Four Points Financial, available through SPF*, we help clients reach their financial goals through, retirement planning, education planning, estate planning. We use stocks, bonds, mutual funds, annuities, and CD's to help clients build a diversified portfolio designed to meet their unique needs. In addition to investments, we help transfer risk by offering life insurance, disability insurance, and long term care insurance.
Our vision is to lead the way by helping turn all of our clients' dreams into reality.
Contact us at fourpoints@mybd.com or 319-758-6164.
