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Meet Our Financial Services Consultants*

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Financial Services Consultants*

Clearfield Bank & Trust has always relied on the special relationship that our employees have with our customers.  We invite you to have our Financial Consultants* see to your current needs.  They can develop a customized financial plan to help you achieve your goals.  Our Financial Consultants* offer Investment Planning, Broker Services, Insurance, Educational Planning, Retirement Planning and much more.

Nick T. Poulos, ChFC®, LUTCF

Assistant Vice President/Financial Consultant

Sorrento Pacific Financial, LLC.

91 Beaver Drive

DuBois, PA 15801

(814) 762-8898


*Non-deposit Investment products and services are offered through Sorrento Pacific, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through SPF: are not FDIC or otherwise insured, are not guaranteed or obligation of the bank, and may involve investment risk including loss of principal.  Investment Representatives are registered through SPF.  Clearfield Bank & Trust Co. has contracted with SPF to make non-deposit investment products and services available to bank customers.