Business Investments

You’ve worked hard for the money you’ve earned by managing and cultivating your business. Now, let us help you cultivate your future. Through a relationship with LPL Financial, First South Bank has been able to expand our services into Financial Planning and Investments.

Experienced advisors and the resources of LPL will provide you with the tools you need to help you manage your financial life.

 

Areas in which our advisors can assist you:

  • Financial and estate planning, including tax information

  • Trust and Estate Administration

  • Business Retirement Plan Services, with turn-key qualified plan solutions


Take the next step by scheduling an appointment today!





Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured First South Bank deposits and are not FDIC insured. These products are not obligations of First South Bank and are not endorsed, recommended or guaranteed by First South Bank or any other government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Branch Office located at 1311 Carolina Ave, Washington, North Carolina 27889.


First South Bank and First South Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Florida, Georgia, Hawaii, Kansas, Maine, Michigan, New York, North Carolina, Ohio, Oklahoma, South Carolina, Texas and Virginia.


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equipment leasing

Having the right equipment for your business makes all the difference! Leasing can provide you an affordable way to get the updated equipment you need. Learn more.

Meet with a Wealth Management consultant at any of our First South branch locations.