Institutional & Retirement Services - Thumb Bank

Institutional & Retirement Services

  • Profit Sharing Plans
  • Pension Plans
  • 401(k) Plans
  • Flexible Benefit Plans (Cafeteria Plans)
  • Keogh Plans for the self-employed
  • Traditional IRAs
  • Roth IRAs
  • Coverdell Education Savings Accounts
  • Simple IRAs for small businesses
  • SEPs
  • Cash Management Portfolios

It’s time you enjoyed the convenience and piece of mind that comes from having an experienced financial professional work for you. For generations, Thumb Bank & Trust has been helping our customers build a better way of life. Our Trust Department is competitively priced and offers a wide variety of trust and investment products.

  • Not FDIC Insured
  • Not a Deposit
  • May Go Down in Value
  • Not Insured by any Federal Government Agency
  • No Bank Guarantee


Financial Consultants

As a client of Thumb Bank & Trust, you have access to one of our knowledgeable SPF* Financial Consultants, available through Sorrento Pacific Financial, LLC (“SPF”)

Thumb Bank Investment Management