Personal Accounts
Palmetto Citizens T & IS
Palmetto Citizens Trust & Investment Services has one objective: to help you reach your financial goals. We’re here to help you make sound financial decisions consistent with your risk tolerance, investment time-lines and goals. This program works in cooperation with Palmetto Citizens Federal Credit Union and compliments their products and services.
Together, we can help you:
- Accumulate Your Retirement Assets
- Fund Your Children’s Education
- Manage Your Investments
- Plan Your Retirement Income and Estate
- Build Your Base of Insurance Protection
Rollover Services
We accept 401k, IRA and TERI Rollovers. Take the worry out of your rollover. Our representatives specialize in retirement planning and can help you analyze your situation and suggest appropriate strategies for you to consider. Learn more.
Products & Services
Following are a few of the products and services available:
- Financial Management and Analysis
- Protection
- Accumulation
- Management
- Retirement Planning - Take our Retirement Road Test
- Pre & Post-Retirement
- Retirement Income Planning
- TERI Planning
- Educational Funding Planning
- 529/Coverdell Savings Programs
- Wealth Management Services
- Trust Services
- Estate Planning
- Professional Money Management
- Investment Products
- Brokerage Accounts
- Mutual Funds
- Annuities
- Insurance Products
- Life Insurance
- Long Term Care Insurance
Contact Us Today
For more information about Palmetto Citizens Trust & Investment Services, or to arrange a personal consultation, please call (803) 376-2807 or email us.
Use the following links to access additional information on the products and services we offer:
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. 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. *The CPF certification marks are not affiliated with CUNA Brokerage Services, Inc.