Financial Managers

Palmetto Citizens Trust and Investment Services

Locations across Columbia and the Midlands, SC

Phone: (803) 376-2807

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Front row: Tanya Maldonado, Varsha Parikh, Katherine Stewart. Back row: O’Neil Gilliam, Robin Arnold, Richard Loy, Benjamin Ingram

Work With Someone You Know

Realizing your financial goals and determining to reach those goals can be a challenge. The representatives of Palmetto Citizens Trust and Investment Services Program, located at Palmetto Citizens Federal Credit Union, can help you identify your major financial objectives and recommend helping 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 their 50 years of combined experience, the Program offers an objective point of view to help you reach your goals. Please call Palmetto Citizens Trust and Investment Services Program for a no-cost, no-obligation analysis with a financial advisor.

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/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2176639.2-0520-0622