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General Investing

Help achieve your long-term financial
goals with a customized investment plan.

Almost everyone has some sort of long-term dream or goal they want to achieve in the future. Whether those dreams include a new or second home, a business venture or some other long-term goal, it’s always important to have a plan.

A Citizens Investment Services Financial Consultant can help you diversify your portfolio by designing a personalized strategy to help you stay on track with your goals. We’ll provide you with the guidance and support to help you choose from a wide array of investment options and savings products — which will be customized uniquely for you.

I am a person who:

  • Has already started investing, but needs more guidance to clearly understand my choices.
  • Plans to use this money down the road, but I still have more than 5 years to go and looking for direction.
  • Has more than $10,000 to invest, but needs help developing the correct strategy.

A Citizens Investment Services Financial Consultant will develop a customized strategy to help meet your investing goals, which may include:

Stocks, Bonds & Mutual Funds: Geared toward all types of investors, these investment options provide you with the opportunity to diversify your long-term financial plan.

If you prefer a more hands-off approach, a Financial Consultant will take care of all of your investable assets — a minimum of $50,000 — through our Managed Accounts Services.

Understand potential conflicts of interest with mutual fund providers.

Ready to get started?

Schedule a complimentary financial review with a Financial Consultant from Citizens Investment Services.

Even if you have a relationship with another investment firm, we can offer you an objective second look at your investment portfolio to help ensure you are on target to achieving your long-term financial goals.

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:


Not sure where to begin?

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

Investment Returns Calculator

Evaluate your long-term savings based on how much you invest, how long it’s invested, rate of return, and other factors.




Contact a Citizens Investment Services Financial Consultant today.

Monday to Friday:
8am – 6pm EST

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: