Sorrento Pacific Financial LLC, based in Augusta, NJ, is a registered broker-dealer and member of FINRA and SIPC, offering a range of non-deposit investment products and services through CUSO Financial Services LP. Their investment representatives are registered through CFS or SPF, providing credit union members and bank customers access to investment opportunities that may involve risk.
As a subsidiary of Atria Wealth Solutions, Sorrento Pacific Financial LLC focuses on delivering personalized financial solutions while adhering to strict policies and procedures that prioritize client security and compliance. With a commitment to transparency and professionalism, they aim to help clients navigate the complexities of investment planning and wealth management.
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