At Anderson Brothers Investment Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Through our alliance with LPL Financial, our clients have access to an array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and member FINRA / SIPC .
Products & Services
- Stocks & Bonds
- Tax Advantaged Investments
- Mutual Funds
- Insurance Products
- Trust Accounts*
- Individual Retirement Accounts
- Business Retirement Plans
- Retirement Planning
- Education Planning & 529 Plans
- Professional Asset Management
- Financial & Estate Planning
Anderson Brothers Investment Services offers:
- A dedicated Financial Consultant who guides you through the entire investment process
- Thorough analysis of your current investment strategy
- Recommendations for improving your portfolio using an appropriate asset allocation* model
- Regular consolidated statements and opportunity for in-person consultations
It's never too late to start planning your financial future. Even if you're getting close to retirement, we will review and possibly improve your existing plan.
To learn more about these and other investment options, contact your local Anderson Brothers Bank branch or our financial consultant, Tim A. Stier.
Tim A. Stier
* LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.
*Asset allocation does not ensure a profit or protect against a loss.
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. Anderson Brothers Bank and Anderson Brothers Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Anderson Brothers Investment Services, and may also be employees of Anderson Brothers Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Anderson Brothers Bank or Anderson Brothers Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: South Carolina
Anderson Brothers Bank and Anderson Brothers Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.