Personal Investment Services

Developing a financial strategy and keeping that plan on track

BOC Financial Services, a division of Bank of Clarendon, knows the importance of developing a financial strategy and keeping that plan on track.

Our advisors at BOC Financial Services, through a partnership with LPL Financial (Member FINRA, SIPC), provide our customers access to quality investment products. With the convenience of managing your investments at your local hometown bank, financial management has never been easier.

BOC Financial Services offers a variety of investment opportunities.

Products Available:
 
  • Equities and Fixed Income Securities
  • Mutual Funds
  • Fixed and Variable Annuities
 
Services include:
 
  • IRAs and IRA Rollovers
  • Business Retirement Plans
  • College Investment Programs/529 Plans
  • Investment Analysis
  • Portfolio Review
  • Research

For a complimentary consultation, please contact Badge Baker in Manning at 803-433-1402 or Kim Saunders in Sumter at 803-469-0156 . Let us customize a plan for your financial success today.

Securities offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bank of Clarendon is not a registered broker-dealer and is not affiliated with LPL Financial. LPL Financial and Bank of Clarendon are independent entities.

The investment products sold through LPL Financial are not insured Bank of Clarendon deposits and are not FDIC insured. These products are not obligations of Bank of Clarendon and are not endorsed, recommended or guaranteed by Bank of Clarendon or any government agency. The value of the investments may fluctuate, the return on the investment is not guaranteed, and a loss of principal is possible. For more information, go to SiPC or Finra.

Check the background of investment professionals associated with this site by clicking on this link:



WORKING WITH A FINANCIAL PROFESSIONAL ASSOCIATED WITH A FINANCIAL INSTITUTION

Your Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.