SouthState Investment Services

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Resources to help plan for your financial future. 

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Providing Local Advice & Guidance for Your Family's Future

At SouthState Investment Services, we provide a personalized approach to planning for the future that incorporates your family goals, needs and dreams. We are happy to assist you with a full range of investment and customized planning options including:
  • A Comprehensive Goals-Based Financial Plan
  • Investment Strategy and Portfolio Review
  • Retirement and Income Planning
  • Protecting your Family through Life Insurance and Long-Term Care
  • Tax-Efficient Planning
Learn more about how we can help you plan for the future.

Downloadable Resources

Watch Our Video Series

Watch Our Video Series

Life Insurance And Long-Term Care

Lasting Coverage

Learn About Life Insurance And Long-Term Care

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Guidance & Insight

Are You Looking for Financial Advice?

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5 Points to Consider if You Are Retiring in 5 Years

Strategies for Retirees

Points to Consider if You Are Retiring in 5 Years

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banker in a meeting discussing retirement planning

Confidence in Tomorrow

Build a Better Future Through Retirement Planning

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couple working with financial planner

Meet Your Goals

Learn the Value of Financial Planning

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Let's Start a Conversation

Let's Start a Conversation


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Let's Start a Conversation

(800) 382-0564
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Let Us Guide You

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Find a Local Advisor

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  • Broker                                                                          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.

    *Please consult your tax-advisor for tax related issues.
    **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:

    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.

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