Business Investment Services
At Peoples Investment Services, available through SPF*, we're well versed in local Anderson business needs. We value the relationship we have with our clients, which is why we aim to deliver appropriate, well-informed investment decisions to our clients.
Choose from a wide array of products and services to satisfy your upcoming business objectives.
Reduce your company's tax burden, working hand-in-hand with your CPA or tax attorney.**
Small Business Retirement Plans
We can help you eliminate worry by setting up a plan such as 401k, SIMPLE IRAs, or SEP IRAs.
We also specialize in:
- Mutual Funds
- Rollovers and Transfers
For further information about these products or services, call Wendi Drennon at (864) 261-6532. Wendi is securities licensed in SC and GA.
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.