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Wealth Management & Investment Services

Wealth Management Investment Services

 

 

 

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Investment Services

Ensuring the continuation and transfer of personal wealth is important to every individual. CitizensTrust will work with you and your advisor to develop a solid, personalized estate plan that protects the assets of your estate and ensures its distribution and most tax-efficient structure.

Investments

Learn more about quality investment and insurance services.


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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