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


Financial Services

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

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800-399-3023, 8-5 M-F

Taking Wealth Management Services to a Higher Level!

Personal Trust Services

  • Revocable Livings Trusts

  • Testament Trusts

  • Charitable Trusts

  • Special Needs Trusts

Employee Benefits

  • Plan Trustee

  • Record Keeper & Administrator

  • Investment Advisor

  • Plan Custodian

  • 401(k) Plans • Profit Sharing Plans • Flexible Benefit Plans/Cafeteria Plans

Investment Management

  • Our Investment Management services provide a disciplined committee-supervised process; complete with internal and external regulatory oversight.

  • We provide our clients with an experienced portfolio manager who is fully supported by the joint resources of Citizens Bank & Trust and our professional partners.

Private Banking

  • Deposit Strategies for maximum safety & earnings

  • Investment Management

  • Tailored Credit Solutions for unique requirements

  • Trust Review & Administration

  • Cash Management Services tto simplify business operations

  • Foreign Exchange for both buisness and personal purposes

Other Services
  • Estate Planning

  • Income & Principal Distribution

  • Elder Care Financial Services

  • Document Interpertation

Checking Your Accounts

If you are enrolled in one of our Retirement or Flexible Benefits plans, or have established a Trust or
Investment Portfolio, you may track your accounts online using the appropriate link in the Wealth Management box to the upper left.

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