Citizens Bank

Banks, Commercial & Savings Banks, Financial Planning Consultants

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(920) 685-2771Call Visit WebsiteVisit Website Map & DirectionsDirections124 E Main StOmro, WI 54963 Write a ReviewWrite Review

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Brands: fha, master card
Payment method: master card
Other Link: http://www.citizensbank.com
Categories: Banks, Commercial & Savings Banks, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mortgages, Mutual Funds, Stock & Bond Brokers

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Phone: (920) 685-2771

Address: 124 E Main St, Omro, WI 54963

Website: http://www.citizensbank.com

Citizens Bank

Taxes

Charitable Giving
Clarfeld Citizens Private Wealth has advisors and specialists who can help you navigate the complexities of managing, protecting, and passing on your wealth using sophisticated investment, estate planning, and charitable giving strategies.
Roth IRA
1 according to your budget and timetable. The IRA Savings is available as either a Traditional or a Roth IRA account both of which are FDIC-insured. And, at Citizens, there’s no bank penalty for early withdrawal
Income Tax
5 Investment Boost Citizens Quest Checking: To earn a match of up to $1000, open and fund a new managed money relationship with Citizens Securities, Inc./ Clarfeld (excluding Specifi). For purposes of this offer, the qualifying balance shall mean incoming assets (including cash and securities) that remain on deposit for 90 days following investment account opening (the “accumulation period”). Qualifying assets transferred in totaling $200,000.00 will receive the full $1,000 match. Qualifying assets transferred in less than $200,000.00 will receive a 0.50% match that will be calculated at the end of the accounts 90 day accumulation period.  Qualifications: You must have a Citizens Quest checking account and a Citizens Securities, Inc. or Clarfeld – (excluding Specifi) managed money investment account, both must be open and active for 60 days following your Citizens Securities/Clarfeld, Inc investment account accumulation period. Eligibility: One-time promotional bonus is available only to one individual per household. Household must be new to Citizens Securities, Inc/Clarfeld, to qualify for the bonus. Household for this CitizensPlus offer is defined as individuals residing at the same address. Bonus will be deposited to a Citizens Quest checking account within 60 days following the above noted 90 day accumulation period and will be labeled as “Balance Builder Bonus.” Bonus will be reported to the IRS for income tax purposes.

Investment

Investment Management
Whether your portfolio is short- or medium-term fixed income, balanced, or invested in U.S. or global equities, a Financial Advisor from Citizens Securities, Inc. can help your company with its business investment management goals.
Mutual Funds
Mutual Funds, Variable Annuities and Unit Investment Trusts are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Advisor. Read it carefully before you invest.
Bonds
Wealth Management
Private Wealth Management provides a disciplined investment approach and customized managed portfolios that are specific to the requirements of your company’s investment policy. Your portfolio manager and team of professional advisors will work closely with you to create a disciplined investment approach and portfolio, which may include...
Money Market Funds
Money market funds are not insured or guaranteed by the Federal Deposit Insurance Corp. (FDIC) or any other government agency. Although the fund seeks to maintain a constant share price of $1.00, it is still possible to lose money in this fund.

Accounting

Payroll Services
Get payroll services you can count on. We provide solutions to make paying your employees as simple and accurate as possible.

Planning

Financial Planning
We offer solutions to manage every facet of your financial life. Get personalized guidance to address your financial planning questions.
Retirement Planning
Learn more about the personalized advice and guidance our team can provide about investing, retirement planning, lending, estate planning, education financing and more.
Annuities
Mutual Funds and Variable Annuities are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Advisor. Read it carefully before you invest.
Long Term Care
Long-term care insurance will help to safeguard you and your business beyond the limits of Medicare and other medical coverage plans.
Gifting Strategies
College Funding
We have an established track record of deep credibility and broad expertise with more than 40 years in the student loan business. Over that time, we’ve developed a network of close relationships with college financial aid offices and other student financial aid professionals, which greatly benefits our borrowers.
Mortgage Refinancing
Whatever your mortgage refinancing needs are, we'll provide answers and insights to guide you through the process, from application to closing.

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