Broker Check
Palmetto Investment Consultants, LLC

Call Us Today! (866) 909-7001

Get Driving Directions
Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches

Pursue Your Financial Goals

At Palmetto Investment Consultants, LLC, substantiating our clients' trust and focusing on their needs are all that matter. We pour every ounce of effort we have into developing, implementing, and monitoring investment strategies to help our clients pursue their financial and lifestyle goals.

We believe in thinking “outside the box,” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

Follow Us On Facebook

You can always find information, updates and helpful information on our Facebook page. Feel free to "like" or "share" any of the useful content with your own friends and family

Our office hours are Monday through Thursday from 8am to 5pm and 8am to 4pm on Fridays.

Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.