Personal & Charitable Trusts
We customize our services to your needs and the role we take on can give you the freedom to create the level of involvement with which you are most comfortable.
Besides a variety of trust services, we give you the personal attention and experience to analyze your distinctive circumstances before making specific recommendations.
Having the right team of professionals in place may simplify your financial picture both now and in the future. Whether your purpose is the lifetime care of a spouse, children, or other loved ones, a perpetual source of income for retirement, or establishing a legacy that may last for generations, you deserve the attention of professionals dedicated to your vision and committed to managing your assets carefully.
Citizens Investment Services can help you manage your:
- Revocable Living Trusts
- Irrevocable Trusts
- Charitable Trust Services
- Family Foundations and More!
Trust services offered through BOK Financial and Members Trust.
Securities and insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Citizens Independent Bank or its related companies. Investments are: • Not FDIC insured • May go down in value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by an Investment Adviser Representative in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. Registered address: 5000 West 36th St, St. Louis Park, MN 55416.
Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera, nor any of its representatives may give legal or tax advice.
Check the background of Citizens Investment Services' investment professionals on FINRA's BrokerCheck.