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A subsidiary of Clearfield Bank & Trust Company
Securities offered through Sorrento Pacific
Financial, LLC, Member FINRA, SIPC
At Diamond Financial Services we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better, your family, your business, your financial goals and your investment needs.
Through our partnership with Sorrento Pacific Financial, LLC, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products.
To learn more about these and other investment solutions, contact your local Clearfield Bank & Trust Community Office or contact one of our Financial Consultants.
Harold Baker - 814-762-8882
Nick Poulos, ChFC - 814-765-0267
Derek Border - 814-644-5755
Products & Services
| Stocks & Bonds |
Individual Retirement account |
| Tax Deferred Investments |
Business Retirement Planning |
| Mutual Funds |
Retirement Planning |
| Annuities |
Education Planning & 529 Plans |
| Insurance Products |
Professional Asset Management |
| Trust Services |
Financial & Estate Planning |
*Diamond Financial Services is the marketing name for investment services provided by Clearfield Bank & Trust Company. Securities and investment advisory services, are offered by, and Financial Consultants are registered through Sorrento Pacific Financial, LLC, (SPF) Member FINRA, SIPC and State Registered Investment Advisor. Securities with the exceptions of Brokerage CD's, (1) are not bank deposits; (2) are not insured or guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve risks, including the potential for fluctuations in investment return and the potential loss of principal.
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