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Business Investing

A Citizens Investment Services Financial
Consultant can offer you business investment advice and
guidance tailored to help meet your unique
business needs.

Whether you're planning on expanding your business, need a retirement plan for you and your employees, or are working toward another long-term goal, a Citizens Investment Services Financial Consultant is here to help guide you through the options geared toward your business needs including:

Employer-Sponsored Retirement Plans
From 401(k)s to SEPs, retain and reward your valuable employees by developing a retirement plan that meets your employees' needs — as well as your own local business. A Citizens Investment Services Financial Consultant will be happy to meet with you to discuss all the retirement plan options available.

Investment Management
Managing your cash investment portfolio in-house? Looking to expand your broker dealer network? A Citizens Investment Services Financial Consultant can help you maximize returns on excess capital and cash reserves with a wide variety of short-and long-term investment options.

Insurance Protection
Protecting your business, your key employees and your future is top of mind to most business owners. Talk with a Citizens Investment Services Investment Financial Consultant about the insurance options available to you including Life Insurance, Disability Insurance and Long-Term Care Insurance.

Citizens Private Bank & Trust
Our dedicated Citizens Private Bank & Trust Client Advisors take care of the more complex needs of larger businesses including Investment Management Services, Retirement Plan Services, Custody Services and Not for Profits—offered exclusively for businesses with assets over $2 million.

Understand potential conflicts of interest with mutual fund providers and annuity providers.

Interested in learning more?

Schedule a meeting with your local Citizens Investment Services Financial Consultant.

Call 1-800-242-2224

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

Not sure where to begin?

Get started on the right track by learning more about the basics of investing in order to better understand your options:

General FAQs

Interactive Investment Tools




Contact a Citizens 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 1,100 branches close by.


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

Securities and Insurance Products are: