We
always strive to determine which investment products
are most appropriate for your situation and risk tolerance.
We also seek to provide a source of trust, ensuring
we have a clear understanding of your own particular
needs and goals.
We offer clients an assortment of quality investment
choices. Our products and services include:
 |
Tax-advantaged
investing |
| |
Products
designed to reduce or defer your tax liability |
| |
 |
|
College
planning |
| |
Planning
to ensure you are ready when your children are entering
college |
| |
|
|
Small
Business Retirement Plans |
| |
Various
plans designed to meet the needs of the small business
owner |
| |
|
|
Individual
Retirement Accounts |
| |
Traditional,
Roth and Education IRA’s are available |
Please feel free to contact Kevin McLaren
by phone or e-mail if you would like any further information
about these topics, or to set up an appointment.
Contact
Kevin at kevin@stissing.com,
or at
(518) 398-5500, ext. 101.
Member
SIPC
| Investment
products offered through Sorrento Pacific Financial,
LLC, a registered broker-dealer and FINRA member
firm, and Insurance products offered through
Sorrento Pacific Financial, LLC, Inc., not affiliated
with The Stissing National Bank. |
| Investment
Services are: not insured by the FDIC; not a deposit
or other obligation of, or guaranteed by, The Stissing
National Bank; subject to investment risks, including
possible loss of the principal amount invested. |
| Securities
and certain annuity products made available through
The Stissing National Bank, and/or its affiliates
or subsidiaries, are offered through Sorrento Pacific
Financial, LLC, and are not insured by the FDIC,
and are not insured by any other federal government
agency, and the products are not issued, guaranteed
or underwritten by the bank and may lose value. |
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