Personal Investing

CitizensTrust Personal Investing Services

With the customized and hands-on support of CitizensTrust Investment Services, your investment strategies will be thoroughly evaluated, honed, and designed to seek the maximum return on your investment and match your overall objectives.

From mutual funds and real estate investment trusts to annuities and stocks, the CitizensTrust Investment Services professionals are here to help you invest for a long and successful future.

Our Personal Investing professionals have a vast array of experience benefiting clients in the areas of:

Brokerage and Trading

Tax-Deferred Investments

Asset Allocation

College Funding

Retirement Income Planning

Life Insurance

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens Business Bank and CitizensTrust Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CitizensTrust Investment Services, and may also be employees of Citizens Business Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens Business Bank or CitizensTrust Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured By FDIC Or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits Or Obligations May Lose Value

Your Bank (“Citizens Business Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

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