Investment Services

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

Available Services Include:

 

Asset Management with access to a wide variety of investment products:

  • Choose from over 12,000 mutual funds
  • Access to over 75 different Insurance Companies
  • Variable and Fixed Annuities
  • Equities
  • Municipal Bonds
  • Corporate Bonds
  • Alternative Investments
  • Structured Products
  • Certificates of Deposit
  • 529 Plans
  • Real Estate Investment Trusts

Retirement Planning

For Businesses - Plans that allow the Employer and Employee to contribute Pre-tax dollars into their Retirement accounts. These plans also allow the Employer to reduce tax bills by making matching contributions to the Employees’ accounts with products including:

  • 401(k) Plans
  • SIMPLE Plans
  • SEP IRA Plans

For Individuals - Individuals can set aside money for their retirement years using products that include Traditional IRAs and Roth IRAs. These plans allow for tax deferred growth and some allow for tax free withdrawal.

 Wealth Transfer Strategies

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. Available Services:

  • Estate Planning
  • Transfer on Death Accounts
  • Business Succession Planning
  • Charitable Planning
  • Asset Movement Strategies

Contact Us:

Phone: (843) 398-2873
Fax: (843) 664-0578
3037 W. Palmetto St.
Florence, SC 29501

There is NO FEE for the initial consultation, where you decide whether our customized approach to your personal financial goals fits your 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, and other government 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, NM, CT, TN, LA.
*Securities are not FDIC insured, obligations of or guaranteed by Carolina Bank and involve risk, including loss of principal.

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