BNA Bank provides you and your business the tools to start building toward a strong financial future. BNA Bank Insurance and Investments, through our broker/dealer Sorrento Pacific Financial, LLC 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 Sorrento Pacific Financial LLC, we provide 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
Life, Health, Disability and Long-Term Care Insurance
Contact Mike Alef, Senior Vice President Investment
BNA Bank, Registered Representative,
Sorrento Pacific Financial, LLC.
662-534-8171, extension 168
Non-deposit investment products and services are offered through
Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer
(Member FINRA/SIPC) and SEC Registered Investment Advisor. Products
offered through SPF: are not FDIC or otherwise federally insured, are
not guarantees or obligations of the bank, and may involve investment
risk including possible loss of principal. Investment Representatives
are registered through SPF. BNA Bank has contracted with SPF to make
non-deposit investment products and services available to bank
Mike is securities licensed in MS, TN, LA, FL, CA, and AL.