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I am a person who:
- Has already started investing, but needs more guidance to clearly understand my
choices.
- Plans to use this money down the road, but I still have more than 5 years to go
and looking for direction.
- Has more than $25,000 to invest, but needs help developing the correct strategy.
A Citizens Investment Services Financial Consultant will develop a customized strategy to help meet your
investing goals, which may include:
Stocks, Bonds & Mutual Funds:
Geared toward all types of investors, these investment options provide you with
the opportunity to diversify your long-term financial plan.
If you prefer a more hands-off approach, a Financial Consultant will take care of
all of your investable assets — a minimum of $50,000 — through our Managed
Accounts Services.
Understand potential conflicts of interest with mutual fund providers.
Ready to get started?
Schedule a complimentary financial review with a Financial Consultant from Citizens Investment Services.
Even if you have a relationship with another investment firm, we can offer you an
objective second look at your investment portfolio to help ensure you are on target to
achieving your long-term financial goals.
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:
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I am a person who:
- Has not currently started saving or investing
- Needs to use my money in less than 3 years.
- Has less than $25,000 to invest.
Citizens Bank has a wide variety of FDIC-insured savings options to help you achieve
your short-term savings goals:
Certificate of Deposit: Our CDs
are easy to establish with a variety of competitive yields and terms to meet your
needs.
Money Market: Easily build
savings and access your funds with competitive interest rates.
Savings Accounts: We can help
your savings grow into a solid financial foundation for your future.
GoalTrack Savings: It’s easy to create a plan, track your progress, and get rewarded when you reach your goal.
Ready to get started?
Learn more about these great products in our personal banking section.
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