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Investing Information:
Tools, Tips & Advice

Use this helpful information to learn
more about business and personal investing.

Investing can be a good way to achieve your company’s long-term financial goals, whatever they may be.

One of the easiest ways to establish an investment plan is to schedule an appointment with a Citizens Financial Consultant. They will help to guide you through the various products and services available to you and develop a customized strategy to meet your unique business needs.

However, before meeting with your Financial Consultant, you can get a better understanding of the basics of investing with the following tools, tips and advice—including common strategies, terms, current market conditions, frequently asked questions and tools and calculators.

Investing Basics

Learn more about the factors that you should consider before investing such as diversification, the value of time and more.

Market Insight

Stay up-to-date on the current investment landscape with helpful commentary from Citizens Investment Services.

General FAQs

Get answers to frequently asked questions about investing.

Investment Glossary

Learn definitions and terms related to investing.


Access a variety of investment calculators and tools to help plan your future.

Tailored Guidance

Learn how a Citizens Financial Consultant can help you navigate through our wide array of investment and insurance products and services.

Want to learn even more about business investing?

A Citizens Financial Consultant can help you navigate our wide array of investment and insurance products and services for your business—and tailored to meet your business goals.

Schedule a complimentary financial review with a local Financial Consultant to discuss your business investment needs.

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:


Ready for the next step?

Now that you have the basic information, why not dig a little deeper into your investment options?




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: