Trust & Investments
Accumulating wealth during your lifetime should provide you with a sense of security. Our primary responsibility is to provide you with an objective assessment of your financial position and how it can be enhanced and preserved through proper wealth management. Firmly rooted in integrity and dedicated to serving you and many generations of your family, the foundation of all our relationships is trust.
Our only agenda is you and your family’s well-being. As we focus on providing individualized guidance, we respect each person’s unique dreams, goals, income requirements and investment strategies. Our Trust and Investment Team can help you create a better way of life for you and your loved ones.
Trust & Investment Services
Planning for your future and that of your loved ones is more than designing and managing the optimal investment portfolio. In order to maximize your wealth while you are living and to ensure the fulfillment of your legacy goals, our Trust and Investment Team will customize an integrated and holistic approach to your wealth management through a variety of asset management services. Our Trust and Investment Professionals are recognized as leaders in the field with a combined total of over 115 years of experience.
Investment Planning Solutions
Investment management services at Citizens Bank & Trust incorporates a rigorous and on-going investment approach. Through this interactive process of planning for your specific wealth management goals, we will tailor a portfolio to meet your unique objectives. To enhance our services and provide greater depth and scope of research, we employ the services of Main Street Advisors, an independent investment team based in Chicago, Illinois with over $2 billion under advisement. Our local portfolio managers work closely with their portfolio analysts to provide you with cutting-edge investment management solutions.
Retirement Planning Solutions
Retirement planning is more than saving; it includes continued assessment of your needs as you approach the various milestones of your life. Based on your overall financial goals, our Trust and Investment Team will assist you in developing a comprehensive plan to save for and then transition into retirement.
Trust Planning Solutions
As you consider how to sustain and transition your wealth to the people and organizations that you care about most, you need a trustee that can deliver personalized trust services for you. Our trust administrators help you select specialized trust services that address your individual financial goals, minimize tax and maximize the transfer of wealth to your beneficiaries. Our trust solutions include a wide variety of services to help you meet more complex estate planning needs such as estate settlement, special needs trusts or multi-generational wealth planning through a legacy trust.
Estate Settlement Solutions
Our Trust and Investment Professionals have extensive experience in administering estates and estate-related matters. We are uniquely qualified to deliver the comprehensive, adaptive and objective services needed to handle your estate in a timely and efficient manner. We will coordinate efforts with your external advisors, provide continued personal attention to your family after you are gone and maintain the confidentiality of your personal financial information.
Contact us today at 863-686-5602
Trust & Investments Team
Please do not send confidential information when emailing Citizens Bank & Trust staff.
Deposit and loan products are offered by Citizens Bank & Trust, Member FDIC and Equal Housing Lender
Investment and Advisory Products and Services:
NOT FDIC INSURED
NOT A DEPOSIT
MAY LOSE VALUE
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.