Investment Services at OceanFirst

Our vision at OceanFirst Bank is to provide our clients with sound financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with OceanFirst Bank extends to Investment Services at OceanFirst, through our broker dealer Sorrento Pacific Financial, LLC (SPF). Whether you’re looking for overall financial guidance, assistance with a specific financial goal or creating a comprehensive long-term plan, we’re here to help.
 
Our experienced SPF* Financial Advisors can provide you with personalized service, and are here to work directly with you to achieve your goals.
 
Our Services include:
  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments†
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance
To get started designing your plan, contact a Financial Advisor today to schedule a free, no-obligation consultation. For additional information to your financial questions, please visit our Financial Answer Center.
 
 

*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of OceanFirst Bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. OceanFirst Bank has contracted with SPF to make non-deposit investment products and services available to OceanFirst clients. †For specific tax advice, please consult a qualified tax professional.