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Investments
 BNA Bank provides you and your business the tools to start building toward a strong financial future. BNA Bank Insurance and Investments, our investment services subsidiary, is here to help you plan to meet the financial challenges of life. Whether it’s just answering questions, addressing immediate financial concerns or developing a comprehensive investment plan, you can work with our investment professionals in the friendly, hometown banking atmosphere you have grown accustomed to.
Through our broker-dealer Sorrento Pacific Financial, we offer a wide selection of quality investment and insurance products. From conservative alternatives to a more aggressive approach, our goal is to serve the long-term investor with an asset allocation strategy designed to meet their specific needs. Schedule a no-cost, no-obligation visit with our investment professionals today.
Personal Investment Planning to include investment planning, tax strategies and asset allocation.
Educational Savings Accounts to include 529 Plans and Coverdell Educational Savings Plans.
Custodial Investment Accounts to save for your child or grandchild’s future.
Estate and Income Tax Strategies designed to work closely with your CPA or Tax Attorney, with a goal of reducing estate and income taxes.
Roth and Traditional IRA
Business Retirement Plans; 401 K’s, Simple Plans, SEPs and Profit Sharing Plans designed to meet the needs of all businesses, both large and small.
Rollovers and Transfers; for those retiring or leaving a job these choices can be confusing. We can help you make the decision that is best for you.
Fixed and Variable Annuities
Tax-Free Investments
Life, Health, Disability and Long-Term Care Insurance
Contact Mike Alef, Vice President Investment Services, BNA Bank, Registered Representative, Sorrento Pacific Financial, LLC. 662-534-8171, extension 168
Investment products and services offered through Sorrento Pacific Financial, LLC (SPF), a registered broker dealer and Member FINRA/SIPC.
SPF is not affiliated with BNA Bank.
Insurance Products and services offered through ICBA Insurance Services, Inc.
NOT FDIC INSURED * NOT A DEPOSIT * MAY GO DOWN IN VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NO BANK GUARANTEE
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