Broker Check

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).