Our team of seasoned Investment Consultants is dedicated to helping our clients meet their financial needs.
Through an alliance with LPL Financial, one of the largest broker-dealers in the country, we are able to provide access to a wide array of unbiased financial services and products to address our clients needs.
Our Investment Consultants will work with you to complete a comprehensive evaluation of your needs. This process will help us determine your goals, objectives and tolerance for risk.
SCBT Investment Services provides access to a full array of brokerage and other financial services combined with highly personalized services to help you achieve your financial goals. Contact your local Investment Consultant today to get started.
- Equities and fixed-income securities
- Mutual funds
- Fixed and variable annuities
- Life insurance and long-term care insurance
- 401(k) and IRA rollovers
- Business retirement planning
- College saving and investment programs
- Comprehensive financial plans and analysis
- Portfolio reviews and ongoing monitoring