OUR LIFE'S WORK IS SEEKING TO PROTECT YOURS

Seacoast Investment Services offers a diverse menu of options backed with local decision making, convenience, technology, and distinctive, personal service. Our local and highly credentialed team will help you to understand your options so you can make decisions with confidence.BrokerCheck_logo_big

 

  • Customized Portfolio Management Solutions
  • Comprehensive Financial Planning
  • Risk Management and Asset Preservation Strategies
  • Estate and Multi-Generational Planning Strategies
  • Executive Compensation and Business Transition Planning
  • 401k and Other Qualified Plans
  • Exclusive Access to Special Events

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from,and not affiliates of Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Connect with a Local Advisor.

Are you interested in contacting a local, Florida advisor to discuss your individual financial needs? We’d love to speak with you. Schedule a consultation today.

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Four Promises. One Goal.

At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
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Get you comfortable with the right products and the right team to serve you
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Make your day-to-day banking simple
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Resolve out-of-the-ordinary items responsively
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Invest in you and your community