At Peoples Investment Services, available through SPF*, we understand our customer's needs and seek to integrate a personalized financial plan. We value the relationship we have with our clients and strive to provide our customers with the appropriate knowledge for their investment decisions.
From conservative to growth objectives, we offer our clients an assortment of quality investment products and services:
We have strategies designed to help reduce your estate and income taxes in cooperation with your CPA or tax attorney.**
We offer savings and investment opportunities as well as Education IRAs.
Personal Retirement Plans
Invest for your future with traditional and Roth IRAs, plus other investment products to help you reach your long-term goals.
We also specialize in:
- Mutual Funds
- Rollovers and Transfers
Securities licensed in SC and GA
Wendi Drennon has over 20 years 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. She is a Clemson University Alumnus having graduated with a Bachelor of Science degree in Financial Management as well as a minor in Accounting.
Check the background of this firm on FINRA's BrokerCheck
*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.
**SPF and its Registered Representatives do not provide tax advice. For specific tax advice, please consult with a qualified tax professional.