“Offering comprehensive, personalized, financial and investment advice to clients who desire access to all the resources of a world class investment firm through an experienced, local financial advisor.”
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Wall Street investing - right here at home.
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When you know and trust the people at your local bank, it makes sense to invest there. Because at Citizens Bank & Trust Investments you’re never a number. You’re our neighbor. Someone who deserves a level of personal attention that big brokerage firms just can’t afford to give you. Of course, we offer the same investment and brokerage services that the larger firms do. But with a personal touch that always puts your questions and best interests first. So come in to see us and sample this individualized attention yourself, no matter what your investment needs may be. |
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Objective investment advice.
Our Investment Consultants offer you a wide variety of financial products and services. Every recommendation you receive is based solely on what can best help achieve your investment goals. So you'll feel good knowing you're receiving expert and unbiased financial advice that's tailored to your needs.
Come by today for financial security tomorrow.
Citizens Bank & Trust Investments makes it easy for you to plan for a more secure future. Because in addition to stocks, mutual funds, and other investment options offered by larger brokerage companies, we offer services that fit in with every stage of your life:
- Financial and Retirement Planning
- IRA Rollovers
- Business Retirement Plans
- Fixed and Variable Annuities
- 529 College Savings Plans
- Trusts and Estate Planning
- Tax Advantaged Investments
For a complimentary, no obligation review of your investment and retirement plans, contact Jim Phillips, our Investment Consultant, at jim.phillips@cbtva.com.
He can also be reached at (804) 943-4076 or (800) 550-1873.
Securities and insurance offered through BI Investments, LLC, member FINRA/SIPC. BI investments is associated with Citizens Bank & Trust. Citizens Bank & Trust Investments is a trade name of Citizens Bank and Trust. Securities and insurance products: Not Insured by FDIC or any Federal Government Agency • May Lose Value • Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate.
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