Investment Management | State Bank of Chilton

Personalized Attention For Your Unique Investment Needs

Investment decisions are highly personal. The right portfolio mix will be different for each individual, depending on your assets, goals, risk tolerance and timeline. Wouldn’t it be great to have a financial representative who saw you as a person and not just a number?

This is why State Bank of Chilton has brought Wall Street to Main Street. Sorrento Pacific Financial, LLC ("SPF") at State Bank of Chilton brings you local investment professionals, with the goal of helping you navigate the complex world of finances. No matter the size of your goals (or the size of your investments) the professionals at State Bank of Chilton are ready to assist you.

Personal Investment Advisory Services

Mutual Funds - for long-term goals like college funding and retirement

IRA Investing - Traditional, Roth, and Educational

529 College Plans

Business Retirement Plans - For our business customers who want to provide a cost-effective benefit for their employees

Wealth Management Services

Check the background of the Sorrento Pacific Financial, LLC representative at State Bank of Chilton on FINRA's Broker Check.

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. State Bank of Chilton has contracted with SPF to make non-deposit investment products and services available to bank customers.

Personalized Attention For Your Unique Investment Needs

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