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, planning on funding your child or grandchild’s education, or looking for strategic guidance on diversifying your portfolio, we’re here to help.
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.
Wherever you are along your journey, we’re here to provide guidance – just when you need it most.
Ready to get started? Call us at (800) 382-0564, schedule a consultation here or find an Investment Consultant to start the conversation today.
*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.