Your goals are unique—your approach should be too. CitizensTrust connects you with personalized guidance aligned to your priorities and long-term objectives.
Supported by the strength and stability of a trusted financial partner, you’ll have access to a broad range of solutions and a relationship-focused approach to help you plan, manage, and navigate your financial future.
Wealth Management
Asset Management
Charitable Services
Estate Planning
CitizensTrust Investment Services*
Business & Succession Services
Financial Planning
Personal Investing
Retirement Planning
A Trusted Partner for Your Financial Future
Let’s build a strategy that’s tailored to your goals.
CitizensTrust Wealth Management is a division of Citizens Business Bank, N.A.
Citizens Business Bank, N.A. is not a registered broker/dealer. Trust and Wealth Management services are provided by CitizensTrust Wealth Management.
| Not Insured By FDIC or Any Other Government Agency ● Not Bank Guaranteed ● Not Bank Deposits Or Obligations ● May Lose Value |
*CitizensTrust Investment Services is a division of Citizens Business Bank, N.A.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens Business Bank, N.A. and CitizensTrust Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CitizensTrust Investment Services, and may also be employees of Citizens Business Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens Business Bank, N.A. or CitizensTrust Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured By FDIC or Any Other Government Agency ● Not Bank Guaranteed ● Not Bank Deposits Or Obligations ● May Lose Value |
Citizens Business Bank, N.A. provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.