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Citizens First Investment Services is a full-service investment/brokerage division of the bank. In addition to complete financial planning, it offers wealth growth and preservation. Retirement planning, including traditional and Roth IRAs, is available. As is educational saving in the form of 529 plans and UTMA/UGMA custodial accounts. Products provided by Citizens First Investment Services include stocks, mutual funds, annuities, life and long-term-care insurance, as well as fixed-income investments, such as preferred stocks and municipal, corporate and agency bonds.
This division of Citizens First provides you with more complete financial service. It simplifies your financial life, giving you a better overall view of your finances, including loans, deposits, investments and insurance. If you’re planning your retirement, changing jobs, welcoming a new child into the world or distributing lump sums, Citizens First Investment Services has a solution for you.
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Securities offered through LPL Finacial, Member FINRA/SIPC. www.FINRA.org Not FDIC insured. Not bank guaranteed. May lose value. Not a deposit. Not insured by any Federal Government agency.
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