Palmetto Citizens Trust & Investment Services
Could Your Money Be Doing More?
You have options for your hard-earned savings, even in today’s low-interest rate environment for money markets, term certificates and savings accounts.
The Palmetto Citizens Trust & Investment Services Program, located at Palmetto Citizens FCU, is available to help you determine the best options for your money.
Safety? Higher Yields? Tax Advantages?*
Everyone has different goals to protect and grow their savings. If you are not sure which investment type fits your needs, the Palmetto Citizens Trust & Investment Services Program is available for the members of Palmetto Citizens FCU to help you break down the complexity.
Contact Us Today to Discuss Your Options
If you are interested in meeting with a Palmetto Citizens Trust & Investment Services Financial Advisor to discuss your financial options, please contact one of our Financial Advisors directly or call 803-376-2807 for more information or to schedule a no-cost, no-obligation appointment in-person, by phone, or virtually.
About Palmetto Citizens Trust & Investment Services
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 FCU, we can help you make sound financial decisions consistent with your risk tolerance and investment timelines.
CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit www.cunabrokerage.com. To check the background of this firm, visit FINRA's BrokerCheck.
*Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
Representatives are registered, 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/DIFC 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-3684109.1-0721-0823