At PEOPLES INVESTMENTS* we are understanding of our customers needs and seek to integrate the best financial plan. As a community investment group, we realize the importance of a trusting relationship with our clients and strive to provide our customers with the appropriate knowledge for their investment decisions.

From conservative to Tax-advantages, we offer our clients an assortment of quality investment products and services.

Tax-advantaged investing

We have strategies designed to help reduce your Estate and Income Taxes in cooperation with your CPA or Tax Attorney.

College Planning

We offer savings and growth opportunities as well as Education IRA’s.

Small Business Retirement Plans

We can eliminate this worry by setting up a plan such as 401k, Simple IRA’s or SEP IRA’s.

Individual Retirement Accounts

We offer Traditional IRA’s, Roth IRA’s and other investment products to help you reach your goal.

We also specialize in:

• Annuities
• Mutual Funds
• Rollovers and Transfers

For further information about these products or service, call Wendi at (864) 261-6532.

* Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through SPF: are not FDIC or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principal.Investment Representatives are registered through SPF. The Peoples Bank has contracted with SPF to make non-deposit investment products and services available to bank customers.