The Bank’s Wealth Management Center, aligned with Raymond James Financial Services Inc, gives Citizens National Bank the opportunity to provide comprehensive financial services and planning that can help you accumulate, preserve and distribute your assets.
Your financial needs change at every stage of your life. Having a wealth management strategy that works for you right now, and can adjust with your life changes is just as important to your financial security as managing your cash flow or securing your mortgage.
- Mutual Funds
- Life Insurance
- Long – Term Care
Comprehensive Financial Planning:
- Portfolio Analysis
- Asset Allocation
- Retirement Income Planning
- Seminars on a range of financial topics
Securities are offered exclusively through Raymond Financial Services, Inc. Member FINRA/SIPC. Securities are not FDIC insured or insured by any other government agency or bank insured, are not deposits or bank obligations, are not guaranteed by the bank, and are subject to risk including possible loss of principal.
Citizens National Bank and the Wealth Management Center are not affiliated with Raymond James.
For more information about Wealth Management and Investments, contact us in person, by phone, or by email. We look forward to assisting you with all your financial needs.
Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Check the background of this firm on FINRA’s BrokerCheck.
Check the background of this investment professional on FINRA’s BrokerCheck.