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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 access to advisors that will help you work toward wealth growth and preservation. Retirement planning, including traditional and Roth IRAs, are available. As are educational saving products such as 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. 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 strategy for you.
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Securities and Insurance products offered through LPL Financial and its affiliates member FINRA/SIPC Citizens First Bank and Citizens First Investment Services are not registered broker/dealers, nor are they affiliated with LPL Financial.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit
Not Insured by any Federal Government Agency
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Representatives may only conduct business with residents of the state for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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