Online Banking

Develop Your Own Tailored Investment Strategy

Take advantage of our teams personal approach to trust and investment management. Now you can explore many creative options that best serves your needs.

When Should You Start Estate Planning?

You might be surprised. Talk with one of our Estate Planning specialists in our Trust Division for more details.

IRA Rollover Trusts

When you contribute regularly to an Individual Retirement Account (IRA), you're securing a more financially sound future for yourself and your loved ones. In an IRA, your money earns tax-deferred interest and multiplies accordingly.

Palmetto Trust and Investment Group serves a growing number of individuals who have received large payouts from their company retirement plans. As trustees of IRA Rollover Accounts, we offer a wide range of options to suit the needs of retirees or others who have chosen to receive lump sum distributions.

We offer a conservative strategy that reflects our understanding of your need for current income as well as your need for preserving the purchasing power of the principle.

For a detailed explanation of our IRA Trust Services, visit any Palmetto Bank office. Our experienced professionals will help you choose the best strategy for your needs.

Make the Switch

Moving your account to The Palmetto Bank couldn't be easier. In fact, we'll help you make the switch painlessly. Visit our Online Switch Kit to get started.

Palmetto Conveniences

Are you taking advantage of all our banking services? We work hard to take the "busy-ness" out of business banking. Click on the conveniences below to learn more.