Trust & Investments
Heritage Bank & Trust offers a broad range of personal trust
services which can be designed to accommodate your needs. Palmetto
Heritage Bank & Trust will handle your trust in a professional
and efficient manner with the goal of providing the beneficiary
and/or grantors their best possible return and management of assets
as established in the trust document. The Bank, as Trustee will
act impartially when making decisions and will act on behalf of
our customer until the trust is terminated or transferred. These
services include but may not be limited to:
trust professionals have an average of 30 years experience in trust
and investment management and banking. They can assist you with
any questions you might have concerning these and other services.
Call Palmetto Heritage Bank at 843-237-7776 and ask to speak to
one of our trust officers or make an appointment to meet with them
to discuss your trust or investment plan.
NOT FDIC INSURED
NOT BANK GUARANTEED
Products are not FDIC Insured, are not deposits or other obligations
of, nor guaranteed by Palmetto Heritage Bank & Trust or any Federal Agency and involve
investment risk including possible loss of principal invested.
Heritage Bank & Trust's website links to third party websites
on the internet. Palmetto Heritage Bank & Trust provides links
to these websites only for convenience. The inclusion of these links
are not endorsements by Palmetto Heritage Bank & Trust. The
linked sites are not under the control of Palmetto Heritage Bank
& Trust, thus, Palmetto Heritage Bank & Trust is not responsible
for the content of any linked site or any link contained within
a linked website.