Contact us today to schedule a free, no-obligation appointment by calling Client Connect at 336-644-9944, use our online contact form, or stop by one of our convenient Triad office locations to start designing a plan today.
Reviewing Your Current Financial Plan
Tax Efficient Investments*
IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
Retirement Income Strategies
Life and Long Term Care Insurance
Sorrento Pacific Financial LLC
at Bank of Oak Ridge
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: arenot FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.
SPF representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.