Small Business Services
Palmetto Citizens T & IS
Palmetto Citizens Trust & Investment Services makes available a variety of products and services that complement those offered by Palmetto Citizens Federal Credit Union. The program can provide a package of protection, investments and other services that can help you meet your business objectives, as well as your personal financial objectives.
The Palmetto Citizens Trust & Investment Services representatives – dedicated career professionals carefully selected and trained to serve credit union members – can work with you to help you achieve your business and personal financial goals and provide information on the following services and products:
- Business Planning
- Insurance Planning
- Retirement Planning
- Investment Planning
- Succession Planning
- Estate Planning
Contact a representative today by email or call (803) 376-2807.
Representatives are registered, securities are sold and investment advisory services offered through CUNA Brokerage Services Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866)512-6109. Trust services available through MEMBERS Trust Company. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.