Palmetto Financial Group is an independent financial advisory firm based in South Carolina. The company specializes in creating personalized financial strategies for its clients, focusing on key areas such as retirement planning, investment management, wealth preservation, and insurance services. They operate as an affiliate of LPL Financial, which serves as their registered investment advisor and broker-dealer, providing the regulatory framework, technology, and research to support their client services. The firm's mission is to build long-term relationships by helping clients prepare for their financial future with tailored guidance and a comprehensive approach to wealth management.

Founded in

United States