South State Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning. Utilizing top industry research, we help you tailor a financial plan that reflects your most important goals while incorporating any tax, income, volatility or capital appreciation concerns. We’ll also take time to review your insurance and long term care needs to help make sure your family is adequately protected.
Using a thorough discovery process and review of your current financial plan, we can help you develop a comprehensive strategy that is customized specifically for your needs and flexible enough to change over time. Our local, experienced team of Financial Consultants can provide you with:
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by any Federal Government Agency|
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.