Investment Services

At The Peoples Investment Services, available through LPL Financial LLC (LPL)*, we speak fluent financial success. We value our local customer relationships, and we aim to deliver appropriate, well-informed investment decisions to our clients. We have all the tools** for your financial advantage—right here in Anderson and surrounding communities.

Choose from a wide array of products and services to satisfy your upcoming business objectives.

Tax-Advantaged Investing

Reduce your company’s tax burden, working hand-in-hand with your CPA or tax attorney.***

Small Business Retirement Plans

Owning a business doesn’t just mean ensuring your company’s future; it also means ensuring your employees’ futures. We can help you eliminate worry by setting up a plan such as a 401k, SIMPLE IRA, or SEP IRA. We understand the unique needs of small, family-owned companies, sole proprietors, mid-sized enterprises, and large corporations alike – and we’re committed to providing solutions to help businesses continue to grow and succeed. We’ll be by your side to help ensure you end up with a plan both suitable and practical for your business!

Other Services

We also have experience and knowledge in annuities, mutual funds, rollovers, and transfers. For further information on these products or services or to schedule a no-obligation appointment, call Wendi Drennon, CFP®, at (864) 261-6532.

Wendi Drennon, CFP®

Securities licensed in SC and GA
(864) 261-6532

Wendi Drennon has over 37 years of experience in the investment industry. In 1999, she joined Peoples Financial Group to develop Peoples Investments, a division of The Peoples Bank. Wendi is an Investment Advisor Representative, CERTIFIED FINANCIAL PLANNER™ professional, and holds Series 6, 63, and 65 licenses through LPL Financial. She is a Clemson University alumna, having graduated with a Bachelor of Science degree in Financial Management and a minor in Accounting.

* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Peoples Bank and Peoples Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Investments, and may also be employees of The Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Peoples Bank or Peoples Investments. Securities and insurance offered through LPL or its affiliates are:

** Check the background of investment professionals associated with this sit on FINRA’s BrokerCheck. The Peoples Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

*** LPL and its Registered Representatives do not provide tax advice. For specific tax advice, please consult with a qualified tax professional.