Palmetto Coast Capital LLC

Palmetto Coast Capital LLC is a financial consultant in Myrtle Beach, SC, located at 1293 Professional Dr Suite 205. The firm provides personalized, independent financial services to residents of coastal North and SC and beyond, including clients from Michigan to Florida and as far west as Oregon. They offer a full range of services including investment management, financial planning, college funding, estate and trust planning, and insurance services. The business holds a 5.00 rating based on 5 reviews, reflecting positive feedback from its customers. The firm has been operating since 2011, focusing on ethical wealth management and unbiased opinions designed to achieve long-term investment results. They utilize managers and programs that help clients benefit from markets over the long term rather than trying to beat them. The firm is not rewarded for using in-house or proprietary funds, ensuring that investment choices are dictated by client planning rather than branch manager incentives. Financial planning services address specific client questions such as business ownership advantages, debt payoff strategies, IRA withdrawals, and retirement savings. They assist with college funding by building efficient funds for distant needs or handling late-stage planning, including FAFSA assistance and aid package selection. Insurance services include life and disability policies placed through a large independent brokerage firm to ensure the best fit for client needs. Clients can access fee-based solutions on an hourly, annual retainer, or percentage of assets under management basis, with a free initial consultation offered to potential new clients. Assets are held directly in the client’s own account at investment firms or third-party custodians like Pershing, E-Trade Advisor Services, or Charles Schwab. The firm handles client meetings over phone or web for non-local clients and sends necessary paperwork via overnight service. The team collaborates using a team approach, striving to be a trusted advisor through education and informed direction. Palmetto Coast Capital LLC brings its independent, fee-based approach to financial planning and investment management to the Myrtle Beach community, offering local clients access to a broad geographic client base and specialized planning resources.

Palmetto Coast Capital LLC is situated on Professional Dr in Myrtle Beach, SC, near Brittany Park and Highway 17. The office is also close to the 48th Avenue North and Robert M. Grissom Parkway roads.

BizScoreAI gives Palmetto Coast Capital LLC a Schema & Structure score of 100 out of 100. This excellent rating means the website uses structured data and clear headings to help AI assistants and search engines understand the business offerings. The firm also holds a Technical score of 83 out of 100. This strong score confirms the website is technically sound and secure, allowing search engines to read it without errors.

Services:

• College Funding
• Estate & Trust Planning
• Financial Planning
• Insurance Services
• Investment Management