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Citizens Financial Bank customers have access to a complete range of investment products and services through Investment Services at Citizens.
If you're interested in diversifying your financial holdings, then explore the possibilities with the financial consultants of Investment Services at Citizens, who are affiliated with LPL Financial, Inc. LPL Financial is a registered broker dealer. You will discover investment alternatives for all of your future financial needs right within the branches of Citizens.
To help customers prepare for life cycle needs, including retirement and college costs, we make available a selection of easy to understand, customer-friendly products and services, including:
- Mutual Funds
- Stocks and Bonds
- Fixed Annuities
- Variable Annuities
- Tax-efficient Investments
- Pension Rollovers
- College Funding Strategies
- Government/Government Agency Securities
- Retirement Planning for Individuals
- Self-Directed IRAs
- Retirement Planning for Businesses
- Financial Education Seminars
Please call or email us to request a Complimentary Financial Consultation. All Consultations are with an Investment Services Consultant and can take place at a conveniently located Citizens branch or a specified location of your choice.
To speak with a Financial Consultant nearest you, Call 1-800-334-5849
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| Fixed Annuities |
Geared Toward Tax-Deferred Earnings:
Earn More, Pay Less...
Learn About Tax Deferred Fixed Annuities |
| Variable Annuities |
Connecting Investment Choices and Tax
Deferral in One World:
Build a World of Investment Choices
with a Variable Annuity |
| Mutual Funds |
Orchestrated Management of Your Money:
A Harmonious Arrangement of Benefits |
Securities & Insurance products offered through LPL Financial, & its affiliates, Member FINRA/SIPC. |
Not FDIC Insured |
No Bank Guarantee
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May Lose Value |
Not A Deposit |
Not Insured By Any Government Agency |
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents to the following states:
Illinois, Indiana
Investment Financial Calculators
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