Invest

Our seasoned professionals work with you to find
the best plan for you and your family.

Are you ready to invest in your future?

SMALL BUSINESS

We offer many investment services to help your financial goals.

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WEALTH

Set up a plan to help eliminate any uncertainties after you have gone.

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RETIREMENT

Make sure you are covered by setting up a retirement plan today.

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HERE FOR YOU. EVERY DAY.

HERE FOR YOU. EVERY DAY.

We take your banking personally.

Meet your Investment Advisor.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

*Investments and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Carolina Alliance Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, NC, SC, TX. Check the background of investment professionals associated on this website with on FINRA’s BrokerCheck.

*Investments and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Carolina Alliance Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, NC, SC, TX. Check the background of investment professionals associated on this website with on FINRA’s BrokerCheck.

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