MEETING YOUR FINANCIAL NEEDS
Citizens Investment Services provide a broad range of services to individuals and business clients. As a full-service broker/dealer, we are able to help our clients manage their personal and business financial affairs. Our combined 23 years of investment experience has been built on a strong foundation of trust that drives mutually-successful relationships.
Our Services
- Financial Planning
- Structured Products Group
- Retirement Planning
- Education Planning
- Private Client Group
- Estate Planning
- Asset Management
- Trust Services
- Small Business Investment Services
- Fixed Income Group
- Employer Benefits Planning
Our financial consultants are genuinely concerned about your long-term financial security. We encourage you to share comprehensive financial information for developing a plan to achieve real objectives. We have many products and services that you can take advantage of to fit all your investment needs and expectations.
Your designated personal Advisor will manage your financial affairs, provide tailored financial solutions to assure that your investment plan reflects your goals and objectives. We are committed to excellent customer service and a long-term relationship.
Your Advisors
Your designated personal Advisor will manage your financial affairs and provide tailored financial solutions to assure that your investment plan reflects your goals and objectives. We are committed to excellent customer service and a long-term relationship.
Check the background of our advisors on FINRA’s BrokerChecks homepage, or go directly to their BrokerCheck profile:
Tim Chance
Debbie Rolland
L. Scott Mizell
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE
All Securities and Advisory Services offered through Investment Professionals, Inc.
(IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name Citizens National Investment Services are in no way affiliated with or offered by Citizens National Bank, NA, nor is Citizens National Bank, NA a registered broker/ dealer. Customers working with Citizens National Investment Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.
