Investment Group
Investment Services
Making the appropriate choices for investments can sometimes be challenging with the variety of products and services available to you. Seeking an experienced and trusted investment professional is the first choice to make. Through Raymond James Financial Services, our professionals are ready to assist you in making the right investment choices that fit your current stage of life, while planning for your future.
What is an Investment?
An investment is a way to use your money for current or future income, for growth or a combination of the two. This can be accomplished through a variety of products such as stocks, bonds, mutual funds, annuities and cash management services. Investment products and services are available for individuals as well as for business.
Personal Investments
There are three primary stages of life to consider. Determining which stage you are in will give you an idea of the types of products that may assist you in getting started with your investment planning.
New college graduate/professional
- Growth Stocks
- Mutual Funds
- IRAs
Couples planning for college expenses and/or retirement
- Growth and Income Stocks
- BondsCorporate, Government, Municipal
- Mutual Funds
- 529 College Savings Plan
- IRAs
- Life Insurance
Retirees
- Income Stocks
- BondsCorporate, Government, Municipal
- Mutual Funds
- Unit Investment Trusts
- Managed Money Accounts
- Fixed and Variable Annuities
- Long Term Care Insurance
Business Investments
Selecting the right retirement plan for your business is essential to attract and maintain valuable employees and take advantage of potential tax advantages for your company while maximizing the benefits to you, the owner. Through Raymond James Financial Services, our investment professionals will help determine which type of retirement plan is best suited to your business and personal objectives.
Investments mentioned may not be suitable for all investors. Consult your financial professional before investing.
Available are:
- SIMPLE IRA plans
- SEP IRA plans
- 401(k) and Profit Sharing Plans
We can also assist you in selecting other investment alternatives for your business, depending upon your needs and objectives.
Securities and investment advisory services are offered through Raymond James Financial Services, Inc., FINRA/SIPC, an independent broker/dealer, and are not insured by FDIC or any other bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk, including the possible loss of principle. The Palmetto Bank and Palmetto Investment Group are not affiliated with Raymond James.
This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.