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Wealth Management & Investment Services

Wealth Management Investment Services




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Corporate Trustees

With people living longer and health care costs continuing to rise, our savings must grow larger and last longer. With hundreds of investment options to choose from, deciding where to put your money can be very confusing. And if you make a wrong decision, it can be very costly. One option you shouldn’t overlook is the bedrock of asset management and personal service-the corporate trustee.


Corporate Trustee Benefits
  • Gain the advantage of years of experience
  • Enjoy the potential of even greater investment returns
  • Protects your wealth because corporate trustees are regulated by both state and federal agencies
  • Receive reliable, professional service
  • Get the value of objectivity
  • Tap their rich resources of advice and referrals
  • Enjoy peace of mind

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA, Member SIPC, Insurance products offered through LPL Financial or its licensed affiliates. Citizens Business Bank and CitizensTrust Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representative associated with this may only discuss and/or transact securities business with residents of the following states: CA

Investment Products
Not FDIC Insured - No Bank Guarantee - May Lose Value

Please Note:
Any amounts invested pursuant to repurchase agreements are not deposits of the bank, are not insured by the Federal Deposit Insurance Corporation (FDIC), are not themselves guaranteed in any way by the United States or any of its agencies (even though the securities purchased by means of a repurchase agreement may be), are not a money market certificate but are subject to investment risks, including possible loss of principal invested.
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