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
- 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.
You can also visit a local branch, or
we’ll contact you when you fill out the following quick and easy form: