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INVESTMENT CENTER

Investment decisions are best left to professionals

Thats why State Bank of Chilton has brought Wall Street to Main Street.  Sorrento Pacific Financial at State Bank of Chilton brings you LOCAL investment professionals, able to help you with the sometimes complex world of financial planning.

Contact registered representatives Paul Hugo or Damian Hoerth at (920)849-9371.

Personal Investment Advisory Services
  Discount Brokerage - for investors wishing to utilize the latest technology to purchase their choice of individual securities
Discount Brokerage Login
Mutual Funds - for long-term goals like college funding and retirement
IRA Investing
Traditional
Roth
Educational
529 College Plans
  Variable Annuities - retirement investing with a tax-deferred advantage
Tax Deferred Annuities
Business Retirement Plans - For our business customers who want to provide a cost-effective benefit for their employees
Wealth Management Services
  Expanded Insurance Services

No matter what your goals, your risk tolerance or the size of your investments, the investment professionals at the State Bank of Chilton can assist you.

 

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: are not FDIC or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The State Bank of Chilton has contracted with SPF to make non-deposit investment products and services available to bank customers.


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