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.
|
