Carolina Bank, SC
Investments

 We offer a wide variety of investment options to help you achieve your financial goals!

Common Stocks*              

Preferred Stocks*

Mutual Funds* 

Corporate Bonds*

Municipal Bonds*

Certificates of Deposit*

 

 

          

  Employer Retirement Planning 
Plans that allow the Employer and Employee to contribute Pre-tax money into their Retirement accounts. These plans also allow the Employer to reduce tax bills by making matching contributions to the Employees’ accounts.            

401K Plan*
SEP IRA Plan*   
   

Individual 401K Plan*
Individual 401k Plans*

 


Individual Retirement Planning
Allows individuals to save for their Retirement years. These plans allow for tax deferred growth and some allow for tax free withdrawel. 
Traditional IRA* Roth IRA*

 

College Planning
Allows parents and/or Grandparents to save for their children’s or Grandchildren’s higher education while getting tax deferred growth on their investments.

529 Plan* Coverdell Education Accounts*





Wealth Transfer
Assist Individual with designing a plan to transfer their assets to other people or entities to ensure their final wishes are met and that the assets are transferred in the most tax advantageous way.

Estate Planning* Assets Movement Strategies*

 

 

 

Contact Tim Williams today to discuss your Financial Planning Needs!

 

 

Securities and Advisory Services offered through Cantella & Co., Inc., member FINRA/SIPC. Carolina Bank is not affiliated with Cantella & Co., Inc. Cantella & Co., Inc.'s registered representatives may only conduct business with residents of the states for which they are properly registered. The services offered are not insured by FDIC, andy other goverment agency, or any other bank insurance, are not deposits or obligations of the bank and are subject to risk, including the possible loss of principal. Registered to conduct securities business in the following states; SC, NC, FL, MD, VA, TX, PA, NJ, NM. 

 

*Securities are not FDIC insured, obligations of or guaranteed by Carolina Bank and involve risk, including loss of principal. 

E-mail is not encrypted, please do not include any confidential information in your e-mails to Carolina Bank 

 

 

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