Palmetto Investment Consultants, LLC
Bank Credit Union
Why pick this one
Palmetto Investment Consultants has over 49 years of combined experience and offers customized financial strategies tailored to individual needs.
Best for
- customized financial planning for retirees
- individuals seeking estate and tax planning assistance
Look elsewhere if
- looking for high-risk investment strategies
- those who prefer proprietary product offerings
Specialties
- retirement income planning
- financial checkups
- estate planning
- tax-efficient strategies
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant®
- Accredited Investment Fiduciary®
What makes them different
- no ties to proprietary investment products
- focus on customized recommendations
- highly knowledgeable professionals with experience managing money during difficult times
- Years in business
- over 49 years combined experience
- Serves
- Rock Hill
Distilled from this business's own website.
Contact & Location
- Address
- 305 Oakland Ave, Rock Hill, SC 29730
- Phone
- 8039097000
- Website
- https://www.palmettoinvestmentconsultants.com/
- pic@picadvisors.com
Services
- financial consulting
- investment strategies
- wealth management