Grow, Protect, and Preserve Your Assets
First Citizens offers a wide range of wealth management services that can help meet all of your financial planning and management needs.
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.
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.
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.
*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
