FOUR POINTS FINANCIAL

We provide investment services through our broker dealer, Sorrento Pacific Financial, LLC, at Farmers & Merchants Bank & Trust (F&M Bank & Trust). We serve Burlington, IA and surrounding areas, and are licensed and registered in several other states... At Four Points Financial, available through SPF*, we help clients work towards their financial goals through, retirement planning, education planning, estate planning. We use stocks, bonds, mutual funds, annuities, and CD's to help clients build a diversified portfolio designed to address their unique needs. In addition to investments, we help manage risk by offering life insurance, disability insurance, and long term care insurance... Four Points Financial, securities offered through Sorrento Pacific Financial, LLC is a full service brokerage firm located in Burlington and West Burlington, Iowa specializing in financial planning, investment planning, retirement planning, education planning, and estate planning with special emphasis on..

Primary location: West Burlington United States