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Preferred Branch

Mason City (641)423-1600 Change Location

Your Preferred Branch

Mason City Change Location

2601 4th Street SW
Mason City, IA 50401

Tel.(641)423-1600

Hours
Monday-Thursday: 9:00am - 4:00pm
Friday: 9:00am - 5:00pm
Sat: 9:00am - 12:00pm
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Change Preferred Branch

  • Charles City Branch
    300 North Main Street - Charles City

  • Clarion Branch
    315 Central Avenue East - Clarion

  • Kanawha Branch
    220 North Main Street - Kanawha

  • Latimer Branch
    119 North Akir Street - Latimer

  • Mason City State Street Branch
    33 East State Street - Mason City

  • Mason City West Branch
    2601 4th Street SW - Mason City

  • Mora Branch
    730 Forest Ave East - Mora

  • New Hampton Branch
    124 West Main Street - New Hampton

  • Osage Branch
    501 Main Street - Osage

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Home Wealth Management

Wealth Management

 


Wealth Management Phone: (641) 422-1600               
 

 

Plan, Grow and Protect Legacies Across Generations

We believe in leveraging the power of our team of highly qualified professionals working together to support our clients in planning, growing and protecting their legacies across generations. Our team includes individuals with financial planning, investment management, corporate fiduciary, tax and legal expertise dedicated to working with you to deliver and implement a customized plan centered around you. 
 

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Wealth Management

Serving over 1,400 client accounts with assets of approximately $1 billion, consisting of trusts, investment management accounts, farm management agencies, retirement accounts including self-directed IRAs, and estates for individuals, corporations, foundations, associations, and outside Trust Departments.

See how we can help

Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested.

 

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Investment Center

We offer you a variety of quality products and services that suit your lifestyle and changing needs, whether it's your first home, a new baby, a dream vacation, college or retirement.

Check the backgrounds of our investment professionals on FINRA's BrokerCheck.

See how we can help

*Securities and insurance products are offered through Cetera Investment Services LLC, member Member FINRA/SIPC. Advisory services are offered through Cetera Investment Services LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Advisory services can only be offered by Investment Adviser Representatives.

View Cetera Investment Services LLC privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirement. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

2601 Fourth Street SW Mason City, IA 50401

 
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