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Find Guidance When You Need It Most

Feeling in control of your finances and future starts with a solid plan and professionals who know how to navigate the waters.

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Nearing Retirement

Nearing Retirement

Preparing for the next phase can be exciting - and scary. Having a plan can help provide confidence and guide you toward your future goals.  

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Enjoying Retirement

Enjoying Retirement

Strategies that prioritize cash flow help you keep up with your dreams and work toward living your best life, now and for years to come.

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Growing Your Business

Growing Your Business

Introducing retirement benefits for yourself and your employees is an enterprising way to position your business ahead of the competition.

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Services
A Holistic Approach

At Citizens Investment Services, we don't thrive on simply completing transactions for our clients. Our mission is to get to know you and your complete financial picture so we can take a holistic approach to planning for your future, together. We've introduced a dynamic and interactive planning platform called MoneyGuide that allows us to illustrate the impact of decisions and market conditions. See us when you want to:


Manage your assets

Finding a way to manage your assets without sacrificing returns can be tricky. Let us guide you through all of your options. 

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Improve cash flow

Knowing you have a steady, viable stream of income in place can help provide confidence for everyone from retirees to business owners.

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Transfer wealth

Moving money from generation to generation takes care. Let us help you provide for your heirs or manage an inheritance you've received.

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Evaluate tax impact

Understanding the tax implications that come with different financial strategies means you can make well-rounded decisions.  

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. 

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So, how can we help you?

Let's start the conversation. We are happy to meet with you at any Citizens Bank location or a place that works best for you.

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