Citizens Bank and Trust Company  
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Support: 800-634-6203 8-5, M-F

 

Financial Services

Retirement Plan Login
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Weekly Insight
NewsLetter 1st Qtr 2014
2013 Special Tax Newletter
Employee Benefits
Private Banking
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About Us

Citizens Bank & Trust began offering trust and employee benefit services in 1965 and added brokerage services in 1996. Generations of families and businesses depend on our years of experience to guide their financial decisions.

Citizens  Bank & Trust Wealth Management department offers a personalized and confidential approach to helping our clients achieve their financial objectives through a Lifetime Financial Planning recipe designed especially for you.   We accomplish this by providing trusted planning and advice in the areas of personal trust, investment management, and estate and financial planning.  We offer a full range of wealth management products and services that are designed to meet the varying needs of our clients.

We will assist you in every stage of the Lifetime Financial Planning process and provide you the tools you need to succeed financially.

  • Trust Department
  • Investment Center
  • Employee Benefits
  • Private Banking

Tenets of Investments

Wealth Advisors

Investment Process

Wealth Advisors

 


 

 

 

 

 

 

Citizens Bank & Trust Wealth Management Services are-
• Not FDIC insured • May go down in value • Not Financial Institution guaranteed
• Not a deposit • Not insured by any government agency