Fremont Bank Investment Services

Investment Services


Investment Services

Our vision at FB Financial Services is to provide our clients superior financial solutions, comprehensive products and an unparalleled service experience.

The partnership you have with Fremont Bank extends to FB Financial Services through our broker dealer Sorrento Pacific Financial, LLC (SPF)1.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal or creating a comprehensive financial plan, we’re here to help.

Our SPF1 Financial Representatives can provide you individualized service, and is here to work directly with clients like you. Not all reps are 65/66 licensed. 

Services include:

  1. Reviewing Your Current Financial Plan
  2. Retirement Planning
  3. IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  4. Tax Efficient Investments
  5. Retirement Income Strategies
  6. Education Funding
  7. Life and Long Term Care Insurance

To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment call (800) 400-7067.

1 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. Investment Representatives are registered through SPF. Fremont Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.

For specific tax advice, please consult a qualified tax professional.

Products offered through SPF are:

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

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