Citizens Wealth Management maintains a relationship with a registered broker/dealer to aid our customers with their investment needs. Our affiliation is with UVEST Financial Services, one of the nation’s leading broker/dealers offering investment products to financial institutions. UVEST has been in business since 1982, serving investors and financial institutions throughout the U.S., UVEST is a registered broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
Investments
Retirement Accounts
College 529 Savings Plan
Investment Advisory Services
Life Insurance
Annuities
Long Term Care Insurance
Internet Discount Trading
For more information, call 800-604-9368 or email
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
| Not Guaranteed by any Government Agency |
Not a Bank Deposit |
Securities and Investment Advisory Services are provided by UVEST Financial Services, Member FINRA, SIPC and a SEC Registered Investment Advisor. UVEST and Citizens Wealth Management are independent entities.
