About Us

Founded in 2000, Citizens Investment Center is a comprehensive financial services firm assisting individuals in all areas of personal finance. Specializing in retirement planning and insurance services, our team is experienced and eager to help you reach your long term financial goals.

Located in Monticello, Iowa, Citizens Investment Center is proud to serve clients throughout our home state and across the country.

Your situation is unique, and deserves the qualified attention of professionals who care. When it comes to identifying your goals and working toward achieving them, Citizens Investment Center is the partner on which you can rely.

Whether you are planning for retirement, are interested in adding insurance products to your investment portfolio, or need to plan your estate, Citizens Investment Center can help. No matter what financial milestone is down the road, our team can help guide you on a path to prosperity.