Four Points Financial, located in West Burlington, IA, offers investment services through their broker dealer Sorrento Pacific Financial LLC at Farmers and Merchants Bank and Trust. Their mission is to help clients determine their financial goals and provide guidance in reaching them, specializing in retirement planning, education planning, and estate planning.
With a focus on building diversified portfolios using stocks, bonds, mutual funds, annuities, and CDs, Four Points Financial also assists in transferring risk through life insurance, disability insurance, and long-term care insurance. Their vision is to help clients turn their dreams into reality by providing innovative financial solutions tailored to individual needs.
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