For additional information about services offered and associated fees, download a copy of the Form CRS.
For additional information on our SpeciFi digital investing platform, see SpeciFi FAQs.
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Investing can be an important part of building toward your long-term goals. It's important to optimize your strategy based on your timeline and risk tolerance. Citizens Investment Services is here to provide you with the guidance you need to create a diverse portfolio from a wide array of investment options and products customized uniquely for you.
In addition to investments, Citizens Investment Services can also provide other strategies, such as insurance to help safeguard your financial future.
Ready to invest at your own pace? SpeciFi Save & Grow allows you to earn more interest on your cash while investing for the future — all in a single account. Stash cash as an emergency fund, for a big purchase, or until you're ready to invest. We’ll automatically put the rest to work in our professionally managed, low-cost investment portfolios.
Diversify your long-term financial plan with a variety of investment options. We can help you figure out what kind of allocation might fit your goals and risk tolerance.
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Managed Accounts is a comprehensive disciplined approach delivering a customized investment portfolio based on your long-term goals and risk profile, using institutional managers to handle the day-to-day investment decisions.
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Securing your family's future starts with understanding your insurance needs. Our experienced financial consultants can review your portfolio and help you determine where insurance fits into your financial goals.
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Try our retirement planner calculator to see if you are on track for retirement.
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