Investment & Insurance Options
Palmetto Citizens Trust & Investment Services, offered through CUNA Brokerage Services, Inc., is here to help you reach your financial goals. Working in cooperation with Palmetto Citizens Federal Credit Union, we can help you make sound financial decisions consistent with your risk tolerance and investment timelines.
Work With Someone You Trust
Planning and saving for your future requires patience, attention and often the help of someone you can really trust. That's why working with your credit union's financial advisor in this increasingly complex environment makes sense. Your unique needs are always put first by someone dedicated to your financial planning and savings.
Check the background of this firm on FINRA's BrokerCheck.
Retirement Planning - We offer a variety of options for pre- and post-retirement planning. We can also assist with 401(k), IRA and TERI rollovers.
Educational Funding Planning - There are special accounts specifically designed to help save for college. The two most popular are the Coverdell Educational Savings Account (ESA) and the 529 College Savings Plan.
Investment Products - We 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 protect you and those you love from an unexpected death, illness and even from living longer than expected.
Wealth Management Services - We offer options such as trust services, estate planning* and professional money management.
For more information about any of the products and services listed below, or to arrange a personal consultation, please call (803) 376-2807 or have a representative contact you.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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-1719628.1-0217-0319
*Representative is not an Estate Planning Specialist. For information regarding your specific needs, please consult an attorney or professional Estate Planning Specialist.