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Wealth Management & Investment Services

Welcome to CitizensTrust

CitizensTrust is committed to helping you turn your aspirations and financial dreams into realities. Personal service is at the heart of our client relationships. Our goal is to provide access to high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, and your financial and investment goals.

We can help you with:

Call (888) 734-4222 or Email Us

Wealth Management

Our Wealth Management professionals work closely with you to provide financial, investment, and estate planning solutions that work together to support your specific needs and objectives.

Investment Services

CitizensTrust Financial Consultants have extensive industry experience to assist you with your investment, planning, and insurance needs. We anticipate and respond to your unique requirements and deliver exceptional care and attention.

Meet Our Officers
See what a difference our
experienced team can make.




CitizensTrust
Investment Outlook
Explore our latest Investment Commentary from a source
you can trust.

CitizensTrust
Market Update
with Ned Brines


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.
Member FDIC Equal Housing Lender Verisign Secured

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

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