Frequently Asked Questions: Wealth Management

Stocks, bonds, and mutual funds

With Citizens Investment Services, you have access to over 1,500 mutual funds.

A Citizens Investment Services Financial Consultant understands your investment goals and can help advise you on a diverse range of stocks, bonds, and mutual funds and will design a portfolio based on your financial needs. Contact a local Financial Consultant today.

To get all of the helpful, up-to-date information you need concerning your investments, please visit our registration page.

Your Citizens Investment Services Financial Consultant will work with you one-on-one to help you to update and change your current portfolio. To contact your Financial Consultant, call 1-800-242-2224. You can also visit a local branch, or we’ll contact when you fill out a quick and easy form.

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