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South State Investment Services

Wherever you are along your journey, we're here to provide guidance - just when you need it most.

First-rate guidance. First-name basis.

We understand that wealth is an integral part of your personal journey to help you and your loved ones pursue your goals and dreams. Just like your goals your plan should change over time and reflect the priorities most important to you at every stage. Whether you’re thinking about the best time to retire, funding your child or grandchild’s education, or looking for strategic guidance on diversifying your portfolio, we’re here to help.

If you are concerned the new tax bill may impact how you save and invest for retirement, now may be a good time to sit down with a South State Investment Services Financial Consultant to discuss your retirement options and determine a plan that best suits your goals.

With South State Investment Services, you’ll experience benefits including:

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    Personalized, local service
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    Answers to retirement, investment and income questions
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    Customized financial plans and portfolio monitoring
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    Comprehensive advice and guidance
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    Long-term care and wealth transfer strategies
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    Innovative financial planning to help you pursue your life goals
  • Let's Start the Conversation

    Schedule a consultation today.
Answers Await
  • Life Events
  • Retirement
  • Education Planning
Life Events

Whatever your concerns, we are here to listen and help you thoughtfully consider your options.

Life Events

  • What should I do in times of market volatility?
  • How do I know that I have the most optimal retirement plan available?
  • I am getting divorced. What happens to my assets?
  • If I sell my business, will I have enough to maintain my lifestyle and leave the legacy I want to leave?
  • If I’m left unable to make important decisions, how can I make sure that my financial affairs are appropriately managed?

It starts with a conversation. If any of these questions resonate with you, it’s time to sit down with your wealth advisor.

Have you asked yourself these questions about retirement?

  • I am retiring soon. What do I need to do now?
  • What are my retirement investment options?
  • Will my money last through retirement?
  • How can I maximize the income generated from my portfolio?
  • Do I need long-term care insurance?
  • Does my insurance adequately protect my family?
  • How do medicare and Social Security work?
Education Planning

It’s a collaboration, from the beginning. You have questions and we have answers.

Have you considered these question about education planning?

  • How much do I really need to save for college?
  • When should I start planning?
  • What are my college savings options?
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