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General Investing

Investing can be an important part of building toward your long-term goals. It's important to optimize your strategy based on your timeline and risk tolerance. Citizens Investment Services is here to provide you with the guidance you need to create a diverse portfolio from a wide array of investment options and products customized uniquely for you.

In addition to investments, Citizens Investment Services can also provide other strategies, such as insurance to help safeguard your financial future.

Questions? Ask a Citizen.

Questions? Ask a Citizen.

Stocks, Bonds, Mutual Funds, ETFs and Managed Money

Diversify your long-term financial plan with a variety of investment options. We can help you figure out what kind of allocation might fit your goals and risk tolerance.

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Get information on
  • Investing in stocks and bonds
  • Investing in mutual funds and electronic exchange funds (ETFs)
  • Investing in managed money

Citizens Advisory Solutions (Managed Accounts)

Managed Money is a comprehensive disciplined approach delivering a customized investment portfolio based on your long-term goals and risk profile, using institutional managers to handle the day-to-day investment decisions.

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Get guidance on
  • Building a diversified portfolio to manage risk
  • Accessing institutional managers to handle today's volatile markets
  • Simple and competitive asset based fee

Insurance Protection

We can help you understand what types of insurance you may want to have to fully protect yourself, your family, and your long-term financial goals.

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Get guidance on
  • Life insurance
  • Disability insurance
  • Long-term care insurance
 

Stocks, Bonds, Mutual Funds, ETFs and Managed Money

Citizens Advisory Solutions (Managed Accounts)

Insurance Protection

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Diversify your long-term financial plan with a variety of investment options. We can help you figure out what kind of allocation might fit your goals and risk tolerance.
Learn More

Managed Money is a comprehensive disciplined approach delivering a customized investment portfolio based on your long-term goals and risk profile, using institutional managers to handle the day-to-day investment decisions.
Learn More

While we don’t sell insurance, we can help you understand what types of insurance you may want to have to fully protect yourself, your family, and your long-term financial goals.
Learn More

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