Palmetto Citizens Investment Services
Invest in You
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 appropriate option to address your goals.
- 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 seek to 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.
For more information about any of these products and services, or to arrange a personal consultation, please call any Investment Services representative listed above.
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
Guaranteed
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 acepted from any resident of any other state.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.