Investments

MEETING YOUR FINANCIAL NEEDS

Citizens National Bank offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisors Tim Chance, Debbie Rolland and Scott Mizell at CNIS, are available at our Benton Road and Minden Branch locations to speak with you about your unique financial situation and goals.

OUR SERVICES

Our experts waiting for you!

Citizens Investment Services offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services. Through on-site financial planning and investment solutions, they partner with us to help you reach your financial goals.

  • Financial Planning
  • Retirement Planning
  • Investments
  • Funding Education Expenses
  • Insurance and Annuities
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

As a longstanding leader in financial planning and advice, Ameriprise helps clients navigate the present without losing sight of the future.

Ameriprise Financial has remained true to its vision of putting its clients’ interests first for more than 125 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients, with more than $1 trillion in assets under management and administration.1 View the Ameriprise FINRA BrokerCheck listing.

Why work with a financial advisor?

You work hard for what you earn — make sure your savings and investments are preparing you for the future you want. A financial advisor can help you achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

A comprehensive approach

Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what’s important today, while planning for a confident financial future.

Solutions and advice aligned to you

Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies, to comprehensive financial planning that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

YOUR ADVISORS

for Professional Solutions

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 BrokerCheck, or go directly to their BrokerCheck profile:

TIM CHANCE

TIM CHANCE

Phone: (318) 629-3925

DEBBIE ROLLAND

DEBBIE ROLLAND

Phone: (318) 629-3925

L. SCOTT MIZELL

L. SCOTT MIZELL

Phone: (318) 382-0080

1 Company data, as of Q1 2022

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Ameriprise Financial has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

CNB