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Citizens Bank | Good Banking is Good Citizenship

Personal Investor

Business Investor

Online: Schedule an Appointment
By Phone: 1-800-242-2224

Value of our Consultants

A Financial Consultant keeps your
investment goals in focus so you may feel
confident you’re choosing a strategy
personalized for you.

Value

Helpful info for
your first meeting

Financial Planning Options

How a Citizens Investment Services Financial Consultant Can Help You

At Citizens Investment Services, our client experience is what differentiates us from our competitors. Your Financial Consultant will apply their extensive investment knowledge to:

Guide you through the wide array of investment choices.
Provide you with a clear investment path and offer direction.
Create a personalized financial and communication plan.
Take an objective second look at all your existing investment options.

At Citizens Investment Services, we work with the major investment companies and insurance providers you’re likely already familiar with. And, our Financial Consultants are conveniently able to meet with you at your local Citizens Bank Branch.

To schedule a meeting with a Financial Consultant, call 1-800-242-2224.

You can also visit a local branch, or we’ll contact you when you fill out the following quick and easy form:

Schedule an Appointment

Prepare For Your First Meeting

In order to properly analyze and prepare a customized strategy to help you with your unique goals, be prepared for your first meeting with a Citizens Investment Services Financial Consultant by providing the following items listed below:

INCOME

Tax return (current year)
Pay stub
Pension plan (current/estimated)
Retirement account distributions
Social security (current/estimated)
Other income sources

ASSETS

Bank or credit union statements
Brokerage account statements
Retirement account statements (401(k), IRA, Roth, etc.)
Stocks & bonds (including government bonds)
Annuity statements
Primary & secondary property values
Deferred compensation
Other assets

EXPENSES

Mortgage statements
Loans
Other expenses

INSURANCE

Life insurance statements
Employer or self-employed benefits statements
Disability income statements
Long-term care insurance coverage statements
Other insurance

We Also Offer Financial Planning Capabilities Customized For Your Unique Investment Planning Goals

Every goal requires a plan to get there. Financial planning is no different. Your Financial Consultant can help you develop a plan that will be uniquely designed to help meet your own financial situation and goals.

Consider just some of the key benefits of having a personalized financial strategy:

Increases the likelihood that your goals will be accomplished in the timeframe you want them to be.
Frequent review and monitoring of your investment options on a regular basis to help ensure your investments stay on target.
Making adjustments to your portfolio as market conditions change may allow you to be more prepared for any major unexpected events that may negatively affect your approach.

To learn more about how a personalized financial plan can provide the roadmap you need to help achieve your goals - whatever they may be, talk with a Citizens Investment Services Financial Consultant.

To schedule a meeting with a Financial Consultant, call 1-800-242-2224.

You can also visit a local branch, or we’ll contact you when you fill out the following quick and easy form:

Schedule an Appointment

Contact a local Financial Consultant today.

A friendly, knowledgeable and local Citizens Investment Services Financial Consultant can help you learn about investing, and develop a customized strategy for you.

Call 1-800-242-2224
Find a local branch
Complete our quick and easy form and we’ll contact you.

1-800-242-2224

Contact a Financial Consultant today.

Monday to Friday:
8am – 6pm EST

Or, complete our quick and easy form and we'll contact you.

Find a Local Branch
Over 1,480 branches close by.

© Copyright 2012 Citizens Financial Group. All rights reserved.
Citizens Bank is a brand name of RBS Citizens, N.A. and Citizens Bank of Pennsylvania. Deposit accounts held at RBS Citizens, N.A. and Citizens Bank of Pennsylvania are separately insured.

Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. 1-800-942-8300. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:
· NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Mutual Funds, Variable Annuities and Unit Investment Trusts are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Consultant. Read it carefully before you invest.

Citizens Investment Services does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circumstances before making any decisions.