The investment experts at Citizens Bank are ready to help your business achieve sustainable growth.
Whether your business has extensive investment experience or is just starting to think about building a portfolio, our business-savvy Raymond James Financial Advisors can help map out a smart strategy. They offer a broad range of investment products and services and are proud to extend to continue our 85-year tradition of individualized service to small and midsized businesses across Tennessee.
- Stocks & Options
- Annuities & Life Insurance – Fixed and Variable
- Mutual Funds
- Unit Investment Trusts
The team at Citizens Bank can give you expert advice about Roth IRAs and 401k retirement accounts, asset management, and all aspects of financial planning – backed with research by S&P, Value Line, and Credit Suisse. We can also help to unravel the complexities of life, health, and long-term care insurance so you can help your team make the best choices for themselves and their families.
- Retirement Accounts
- Financial Planning & Portfolio Development
- Asset Management Services
- Research provided by Standard & Poors, Value Line, Credit Suisse and Raymond James
- Life, Health and Long-term Care Insurance Services
- Corporate & Public Finance