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Palmetto Investment Consultants, LLC

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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.

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

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.