Most people don’t ask themselves the right questions
about their plans for life after retirement. That's where a
Certified Financial Planner at City National Bank can help.
A portfolio review with our experienced advisor will give you
the opportunity to evaluate your existing asset status and
design a personalized investment strategy, that will help you
secure your financial future!
Financial Planning Services and Investment Products include:
Services |
Products |
Individual
Retirement Planning |
Mutual
Funds |
Education
Planning |
Fixed & Variable
Annuities |
|
Financial
Planning |
Bonds |
Insurance
Planning |
Term & Permanent
Life Insurance |
Online
Trading |
Long Term
Care Insurance |
Rollover
IRA |
Securities
through Online Trading |
Traditional/Roth
IRA |
|
Financial
Education Seminars |
|
To set up a free with no obligation appointment
with Mr. Jean Claude Roy, Financial Advisor, call (800) 966-8262
extension 680, or contact via email jcroy@citynatbank.com.
*Investments offered through Sorrento Pacific
Financial, LLC (SPF), an independent registered broker/dealer
(Member FINRA/SIPC),
are not insured by FDIC, not guaranteed by CNB or any federal
agency and may lose value.
Financial Advisors are employed by City
National Bank and registered through Sorrento Pacific Financial. |
