Financial Services
It's never too early - or too late - to plan for your and your employees financial future.
Sun Financial Services, LLC, is a full-service affiliate of Sun National Bank. Through a strategic arrangement with INVEST Financial Corporation*, investment representatives provide Sun customers and business customers with investment products and services through a variety of alternative solutions that best fit you or your business' financial planning needs and goals.
Through INVEST Financial Corporation, Sun Financial Services provides access to:
- Mutual funds
- Annuities
- Certificates of Deposit
- Money Market Accounts
- Stocks
- Bonds
- Life and Health Insurance
- Retirement planning, including 401Ks, 403Bs, SEP Plans, Profit Sharing Plans, and Money Purchase Plans
* INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment advisor, is not affiliate with Sun Financial Services, LLC, or Sun National Bank. Securities, advisory services and insurance products are offered through INVEST, and affiliated agencies are not insured by the FDIC or any other government agency; are not deposits or other obligations and are not guaranteed by any bank; are subject to investment risks, including possible loss of the principal invested.
Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Repsentatives of a broker- dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transaction in securities; or (b) rendering personalized investment advice for compensation.
The contents of this website are the sole property of Sun National Bank and related subsidiaries. Any unauthorized access or alterations to the company's server or website is prohibited and constitutes a crime punishable by law (18 USC 1030). Certain links from this site will carry visitors to external Web sites hosted by Sun's business partners whose privacy policies and security may differ from Sun National Bank.
