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Robin D. Arnold, CFP®, CRPC

Palmetto Citizens Trust & Investment Services

500 Bush River Rd
Columbia, SC 29210
Phone: (803) 312-7984
Fax: (803) 731-6418

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Household Income Minimum: $50,000
Investable Asset Minimum: $75,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.