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Financial Managers

Palmetto Citizens Trust and Investment Services

MapLocations across Columbia and the Midlands
SC
(803) 376-2807
    Categories:
  • Financial Management

Description:

Work with someone you trust. Realizing your financial goals and determining solutions to reach those goals can be a challenge. The representatives of the Trust and Investment Services Program, located at Palmetto Citizens Federal Credit Union, can help you identify your major financial objectives and recommend solutions to help you achieve financial security. Or, if you already have a financial plan in place, getting a second opinion on your financial situation is always a good idea. With 50 years of combined experience, the program offers an objective point of view to help you reach your goals. Please call the Trust and Investment Services Program at (803) 376-2807 for a no-cost, no-obligation analysis with a financial advisor.

FR-1553255.1-0716-0818 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.

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