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Wealth Management & Investment Services
Ensuring the continuation and transfer of one's wealth is important to every individual. Doing so requires professional and sound fiduciary services as well as estate planning. CitizensTrust will work with you and your adviser to develop a solid, personalized estate plan that protects the assets of an estate and ensures its proper distribution and most tax-efficient structure.
Discover methods to minimize estate taxes and how best to protect your family and beneficiaries.
There are many reasons to have a professional help you build, manage, and protect your wealth.
“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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