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OUR TEAM APPROACH UNDERSTANDING The Other Sure Thing

One of our primary goals is to develop a long-term, trusting relationship with you.

CONNECTING

Insights and understanding that can help you better define your financial objectives.

MOVING FORWARD

The knowledge and access to products to provide you excellent and cost-efficient protection.

THE NEXT STEP

WE'LL PROVIDE YOU WITH THE EDUCATION YOU'LL NEED TO UNDERSTAND TODAY'S FINANCIAL ENVIRONMENT

Welcome, we’re CITIZENS INVESTMENT COMPANY, a financial organization in Monticello, Iowa. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

GET EDUCATED

OUR PROCESS

We create strategies that are tailored to your needs and goals.

DISCOVER

OUR HISTORY

Years of experience have prepared us to guide you through your life transitions.

DISCOVER

OUR VALUES

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

DISCOVER



ARE YOU RETIREMENT READY?

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

At CITIZENS INVESTMENT CENTER, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more.

CONTACT US