Investment & Insurance Services
Palmetto Citizens Investment Services, with LPL Financial, is here to help you pursue your financial goals. Our financial professionals can help you make sound financial decisions consistent with your objectives, risk tolerance, and investment timelines.
Check out the background of the investment professionals associated with this site on FINRA's BrokerCheck.
Plan for Today and Tomorrow
Saving for your future is important, but where do you start? Our financial professionals can help you identify your financial goals and develop a plan to help you work towards those goals. Whether you're just starting out or getting ready to retire, Palmetto Citizens Investment Services is here to provide the guidance you need to make sound financial decisions.
- Retirement Planning - Our financial professionals can assist with pre- and post-retirement planning.
- Saving for Education - There are several types of savings plans for education expenses. We can help you choose the best option for your needs.
- Investment Products - Our financial professionals can help you analyze your situation and suggest investment strategies for you to consider such as brokerage accounts, mutual funds, and annuities.
- Insurance Products - With life insurance and long-term care insurance, you can help protect you and those you love from an unexpected death, illness and even from living longer than expected.
- Advisory Services - We offer personalized money management and planning services to help you pursue your financial goals.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Palmetto Citizens Federal Credit Union and Palmetto Citizens Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Palmetto Citizens Investment Services, and may also be employees of Palmetto Citizens Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Palmetto Citizens Federal Credit Union or Palmetto Citizens Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any
Other Government Agency
| Not Credit Union
| Not Credit Union
Deposits or Obligations
|May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.