Exit Options for John Hancock Bond and Corporate Finance Group: Hanover Communications In... - 28 Strategic Investors

View x
/
Sorrento Pacific Financial, LLC

Sorrento Pacific Financial, LLC

Accounting Firms

Description

Sorrento Pacific Financial, LLC provides brokerage and investment services to financial institutions and advisors. The company offers brokerage services for stocks, bonds, options, unit investment trusts, mutual funds, and variable life insurance and annuities through licensed and trained representatives. It offers personal insurance products, including term life, universal life, variable universal life, whole life, estate planning, mortgage insurance, accidental death and dismemberment insurance, and long term care; and business insurance products, which include key person insurance, overhead expense insurance, buy/sell funding insurance, deferred compensation insurance, group disability, group life, and group long term care. The company also offers wealth management services, as well as enables its customers to purchase and trade individual securities online at a discount. In addition, it provides customized program development, one-on-one coaching, and online tools for representatives and individual investors. Further, the company provides online retirement services, and offers a multi-fund platform that includes Web-delivered 401(k), 403b, 457, Solo (k) products, and online tools that let financial representative create proposals online, as well as enable participants to enroll, track, and update their accounts online. Sorrento Pacific Financial, LLC has a strategic alliance with ICBA Financial Services. The company was founded in 2005 and is headquartered in San Diego, California.

Corporate Address

10150 Meanley Drive 1st Floor San Diego, CA92131 United States of America

United States of America

858-805-7900

Tags:

-

Signup with Aurigin to get access
to capital & deals across 140+ countries
Signup Now
Claim your Firm Do you wish to claim?

About Aurigin

Aurigin is a global deal origination platform that connects qualified investment opportunities to institutional providers of capital. It enables accounting firms to connect their clients to qualified investment opportunities, as well as capital providers, around the world.

Disclaimer

Information listed in this page is intended only as a guide to the listed businesses or organization. Aurigin or any of its employees neither endorse, warrant, nor guarantee the products or services advertised in the directory. The information provided in each listing on this website is published as obtained from external sources that provide the information.

The information contained in the directory may not be exhaustive, accordingly each individual should engage in their own due diligence process to evaluate the companies, goods and services that are advertised/covered in the directory. No warranty, representation or undertaking is made about the content, accuracy and completeness of the information provided. Aurigin or any of its employees accepts no responsibility or liability for any loss, damage or injury which may arise from representations contained on this website. Use of the directory constitutes an agreement to release, indemnify, and hold harmless Aurigin as well as its employees, agents, representatives, and successors from all losses, claims, theft, demands, liabilities, causes of action, or expenses, known or unknown, arising out of the use of the online directory.