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Citizens Investment
Services Financial Consulting

Wealth affords you the freedom to pursue your plans for the future, but it also demands more of your time to manage it wisely. Let a Citizens Investment Services Financial Consultant help you manage your wealth with confidence.

Imagine what you can do with a Financial Consultant on your side.

Wouldn't it be nice to have an objective review of your current investments? That’s exactly what a Financial Consultant brings to the table. With a reputation for high-quality client service, you can expect a focused and highly personal approach to help you manage your investments.

Your Citizens Investments Services Financial Consultant works with well-known investment companies and insurance providers to:
  • Guide you through the wide array of investment choices.
  • Provide you with a clear investment path and offer direction.
  • Create a personalized financial review.
  • Provide a second opinion on your current investments.
Start the conversation today. Simply call 1-800-242-2224 or visit a local branch

Our professional experience can help you make more informed financial decisions.

The benefits of a
managed account strategy

Build a customized portfolio with professional
guidance every step of the way.

Managed Account Strategies

A financial review requires a custom approach.

Every goal requires a plan—including your financial goals. Your personal Financial Consultant can help you develop a realistic and specific financial review to help keep you focused and on your short-term and long-term goals.

Advantages to having your own financial review:
  • Identification of your goals and time horizon
  • Investment selection
  • Frequent review and monitoring of investments
  • Real time adjustments to your portfolio to help you prepare for unexpected events

Create a custom roadmap for your financial future

Start with a call or visit with a personal Financial Consultant. The more you know about your investment options, the better prepared you will be to make smart decisions. Simply call 1-800-242-2224 or visit a local branch

Topics to talk about:
  1. Retirement status
  2. Income needs
  3. Insurance — are you protected
  4. Education plan for children/grandchildren
  5. Housing situation — do you own/rent?




Contact a Citizens Investment Services 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:

Citizens Investment Services does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circumstances before making any decisions.