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Investments

For a retirement plan, IRA, or personal account, our investment services are an ideal strategy for professional portfolio management. 

  • Stocks – timely execution of all trades
  • Mutual Funds – access to all fund families
  • Corporate, Government & Municipal Bond inventory
  • Brokerage CD's
  • High Yield Bonds
  • Stock Option Exercise Program

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For more information, call 888-645-4121 or email

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Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

Securities and Investment Advisory products are provided by UVEST Financial Services, Member FINRA, SIPC and a SEC Registered Investment Advisor. UVEST and Citizens Wealth Management are independent entities.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 


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For your convenience, Citizens Bank offers various links that may direct you away from the Citizens web site. Citizens Bank is not responsible for content or security of these web sites.