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Wealth Management & Investment Services

Wealth Management Investment Services

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See what a difference our experienced team can make.




Asset Management

Our Wealth Management Group professionals work closely with you to design and manage a securities portfolio that complements your specifc investment objectives.

Your asset allocation consists of quality money market funds, well-researched equities, and investment quality fixed income obligations. Formal and documented reviews of your portfolio are conducted on a regular basis. You receive timely asset and transaction statements detailing all the activity in your portfolio.


Member FDIC Equal Housing Lender Verisign Secured

“Citizens Business Bank is participating in the FDIC’s Transaction Account Guarantee Program”. Under that program, through June 30, 2010, all noninterest-bearing transaction accounts are fully guaranteed by the FDIC for the entire amount in the account. Coverage under the Transaction Account Guarantee Program is in addition to and separate from the coverage available under the FDIC’s general deposit insurance rules.


Citizens Business Bank Corporate Headquarters, 701 N Haven Ave. Ontario CA 91764 | Toll-Free: 1-877-4-CBBANK

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