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Mature Businessman

Putting Your Future First 

We're here with the financial advise you need to pursue your goals for tomorrow

Our Offerings Are Built With Our Clients In Mind

Our integrated approach puts the focus on you.

Stay informed on the latest market information with On Point® Market Commentary

ASSET MANAGEMENT

Strategies Built On Your Goals

Our Portfolio Managers provide tailored management based on how involved you would like to be, your future goals and risk tolerance.

LIFE INSURANCE

Plan For the Unknown

SouthState Investment Services also offers life insurance, long-term care insurance, and other products to help you plan ahead. 

CORPORATE & INSTITUTIONAL SERVICES

Retirement Packages

Corporate clients trust us with employee retirement plans, treasury management, corporate asset management portfolios, and more. 

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There’s always risk to investing, but we work to create a plan to help you pursue your goals.

Personalized Plans Built for You

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INVESTMENT SERVICES

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Investment Services

We’re here to provide guidance just when you need it most. SouthState Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning. 

  • Comprehensive Financial Plans

  • Retirement and Income Strategies

  • Asset Allocation and Portfolio Monitoring

  • College Savings Plans

Wealth Insights

  • *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

  • 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. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value

  • The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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Southstate Issues 2024 Corporate Social Responsibility (CSR) Report

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5 Pro tips for a Successful Mobile Deposit

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5 Personal Financial Tips for Newlyweds in 2024

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NMLS #403455

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Connect With Us

(123) 593-233283

Contact Us

ATM and Branch

Routing Number : 063114030

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