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General Investing

Investing can be an important part of building toward your long-term goals. It's important to optimize your strategy based on your timeline and risk tolerance. Citizens Investment Services is here to provide you with the guidance you need to create a diverse portfolio from a wide array of investment options and products customized uniquely for you.

In addition to investments, Citizens Investment Services can also provide other strategies, such as insurance to help safeguard your financial future.

Questions? Ask us.
Questions? Ask us.

How we can help

SpeciFi Save & GrowTM

Ready to invest at your own pace? SpeciFi Save & Grow allows you to earn more interest on your cash while investing for the future — all in a single account. Stash cash as an emergency fund, for a big purchase, or until you're ready to invest. We’ll automatically put the rest to work in our professionally managed, low-cost investment portfolios.

Your Benefits

  • Earn more on the cash you’re not ready to invest
  • FDIC insurance on cash balances
  • Unlimited, seamless transfers between cash and investments
  • Interest on cash is automatically invested for long-term growth
  • Investment portfolio is customized to your goals and comfort with risk
  • Financial Advisors available by phone
  • Low, annual advisory fee and account minimum

Stocks, Bonds, Mutual Funds, ETFs and Managed Accounts

Diversify your long-term financial plan with a variety of investment options. We can help you figure out what kind of allocation might fit your goals and risk tolerance.

Get information on

  • Investing in stocks and bonds
  • Investing in mutual funds and electronic exchange funds (ETFs)
  • Investing in managed accounts

Citizens Advisory Solutions (Managed Accounts)

Managed Accounts is a comprehensive disciplined approach delivering a customized investment portfolio based on your long-term goals and risk profile, using institutional managers to handle the day-to-day investment decisions.

Get guidance on

  • Building a diversified portfolio to manage risk
  • Accessing institutional managers to handle today's volatile markets
  • Simple and competitive asset based fee

Insurance Protection

Securing your family's future starts with understanding your insurance needs. Our experienced financial consultants can review your portfolio and help you determine where insurance fits into your financial goals.

Get guidance on

  • Life insurance
  • Disability insurance
  • Long-term care insurance

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