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

Not sure you’re enrolled?
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