Citizens Financial Group

Citizens Financial Group

Citizens Financial Group specializes in assisting you with your financial plan for the future.

Let Citizens Financial Group help you:

  • reach your retirement goals through comprehensive investment guidance
  • offer advice when it’s time to rollover your 401K
  • simplify and consolidate any retirement savings accounts you may have accumulated over the years
  • understand retirement plan distribution options and how they may affect your taxes (speak to your qualified tax advisor to discuss tax-related strategies).

Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Citizens Financial Group is a trade name of Citizens Bank & Trust. Osaic Institutions is not affiliated with the bank. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Please do not send confidential information when emailing Citizens Bank & Trust staff. 

Easy 24/7 access to your accounts is available via the NetXInvestor™ Mobile App.

Tom Lloyd

Vice President, Financial Advisor

Ryan Bruursema

Financial Advisor

Investment and Advisory Products and Services:


Easy Access

Our Mobile Banking Services provide 24/7 access to your Citizens Bank & Trust accounts through your tablet or smartphone. This gives you the ability to conveniently pay your bills, check your balances, make transfers, deposit checks and much more while on the go.