SouthPoint Bank offers wealth management services through Sunburst Financial. Sunburst Financial is a team of financial planners that work together to advise you on all of your financial needs and goals. Our planning process can help you gain clarity and confidence in attaining your financial success. We help individual and business customers of SouthPoint Bank with all of the following:
- Fee-based Financial Planning
- Investment Management
- Estate Planning and Trust Services
- Business Planning (Retirement Plans, Valuation, and Succession Planning)
- Insurance Services
Contact us directly or talk to your personal banking representative to find out more information about Sunburst Financial.
Randy Martin, CFP ®
Visit www.SunburstFinancial.com to obtain information about our financial planning and investment management processes.
Already have an account at Sunburst? Visit SunburstFinancial to log in.
NOT INSURED BY FDIC OR ANY FEDERAL GOVERNMENT AGENCY
MAY LOSE VALUE NOT A DEPOSIT OF OR GUARANTEED BY THE BANK OR ANY BANK AFFILIATE
Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., and Sunburst Financial Group, LLC, are not affiliated. SouthPoint Bank is independent of Sunburst Financial and Cambridge Investment Research, Inc.