Full Line of Brokerage Services
Cetera Investment Services, is an experienced brokerage firm with a national reputation for providing quality investment services. A Citizens Investment Services Executive can help you formulate an investment strategy appropriate for your particular objectives. Citizens Investment Services offers a complete range of financial products and services including: • Mutual Funds
• Stocks & Bonds
• US Government Securities
• Brokered CDs
• Tax-Advantaged Investments
• Money Market Funds
• Unit Investment Trusts
• Small Business Retirement Plans
• Mutual Funds
Small Business Retirement Plans Benefits of working with Citizens Investment Services: Retirement Plan Options
A small business retirement plan from Citizens Investment Services has many benefit:
• Provide potential tax credits
• Build retirement savings for you and your employees
• Provide an attractive benefit to recruit employees
• Reward and retain valuable employees
• Guidance – Citizens Investment Services will help you determine which retirement plan best suits your company’s goals.
• Flexibility – Choose from a wide variety of retirement plan options offering numerous choices of investments and administrative services.
• Efficiency – Citizens Investment Services offers the complete service, saving you time and money. Full arrays of
• Simplified Employee Pension (SEP) IRA
• SIMPLE IRA
• Profit Sharing Plan
• Safe Harbor 401(k)
• Money Purchase Plan
• Insurance Products
Benefits of working with Citizens Investment Services:
Retirement Plan Options
Insurance Products and Services Reliable, Efficient Support Services:
• Variable Annuities
• Life Insurance
• Long-Term Care Insurance
• Disability Insurance
• Insurance Illustrations
• Flexible Premium Payments
• ACH Available
• Account Statements
Reliable, Efficient Support Services:
Whether it is saving for a house, your retirement or your children’s education, we have the necessary tools to help you achieve your financial goals.
• Financial Consultations
• Education Funding
• Retirement Funding
• Investment Strategies
• Wealth Management
• Business Owner Solutions
Contact the Citizens Investment Services Center to inquire about investments.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to personal outside the United States.