Services

We provide assistance in the following areas:

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA*
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Fixed & Index Annuities

Financial Planning

Retirement Plans*
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Medical Insurance

*Citizens Investment Center understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986. Citizens Investment Center adheres to the Impartial Conduct Standards (including the “best interest” standard, reasonable compensation and no misrepresented information). This relates to all ERISA accounts including Individual Retirement Accounts (IRAs).