Small Business Investments & Insurance

The Palmetto Citizens Trust & Investment Services program is offered through CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Investment & Insurance Options

The Palmetto Citizens Trust & Investment Services program is offered through CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit www.cunabrokerage.com.

Palmetto Citizens Trust & Investment Services can provide a package of insurance protection, investments and other services to help you meet your business objectives, as well as your personal financial objectives.

Check the background of this firm on FINRA's BrokerCheck.

The representatives with Palmetto Citizens Trust & Investment Services – dedicated career professionals carefully selected and trained to serve credit union members – can work with you to help you achieve your goals and provide information on the following services and products:

  • Business Planning
  • Insurance Planning
  • Retirement Planning
  • Investment Planning
  • Succession Planning
  • Estate Conservation

Have a representative contact you today or call (803) 376-2807 for more information or to arrange a no-cost, no-obligation consultation.

*Palmetto Citizens Trust & Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2264637.2-0920-1022