Geoff C. Turner
Financial Consultant
Senior Vice President
Savannah, Georgia
Geoff C. Turner
Geoff delivers a personalized and relationship-based approach to investment management. He believes in the value of knowing the client, their family and their financial and life goals. By utilizing values such as integrity, objectivity transparency and mutual respect, Geoff helps his clients pursue their unique visions for a sound financial future.
With his extensive financial planning and personal investment background, Geoff is well qualified to advise clients in and in preparation for retirement. As most client's greatest saving goal, the complexities surrounding retirement can be daunting. Geoff advises clients on a multitude of these issues including financial planning, wealth preservation, income planning, Social Security benefits, Medicare choices, wealth transfer and insurance planning as well as 401k distribution planning.
Geoff graduated from Rhodes College in 1999 and lives with his two sons, Grayson and Grant, in Savannah. He is active in many local charities and enjoys kayaking, boating, fishing and cheering on his sons' football and wrestling teams at Savannah Christian.
Certifications
- FINRA Series 7, 66 and 24 securities registration with LPL Financial
Education
- Rhodes College
Important Legal Disclosures and Information
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LPL Financial Form CRS
Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value 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.
