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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

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, IA 50616

  • Clarion Branch
    315 Central Avenue East
    Clarion, IA 50525

  • Kanawha Branch
    220 North Main Street
    Kanawha, IA 50447

  • Mason City State Street Branch
    33 East State Street
    Mason City, IA 50401

  • Mason City West Branch
    2601 4th Street SW
    Mason City, IA 50401

  • Mora Branch
    730 Forest Ave East
    Mora, MN 55051

  • New Hampton Branch
    124 West Main Street
    New Hampton, IA 50659

  • Osage Branch
    501 Main Street
    Osage, IA 50461

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Home Wealth Management Wealth Advisory Services

Wealth Advisory Services


 Wealth Advisory Services

Comprehensive Financial Planning

Retirement Planning

Tax Planning

Insurance Planning

Our Wealth Advisory Team is committed to building strong relationships with those we serve and acting in the best interests of our clients. We believe in the power of engaging our internal teams as well as outside experts to help individuals, families, businesses and non-profits plan, grow and protect legacies across generations.

Experience & Expertise

  • Dedicated Wealth Advisors including CERTIFIED FINANCIAL PLANNERS™, CPA (inactive)

  • Commitment to continued education

  • Oversight by internal Committees, Board, Auditors & Examiners

Our Roles

  • Emphasis on defining the client-planner relationship

  • Gathering information and focus on understanding your entire financial puzzle

  • Analyzing and evaluating needs leveraging planning and risk analysis tools

  • Develop, implement and monitor your unique plan

Our Value

  •  Fiduciary Capacity: We serve your best interests

  • Ability to tailor statements and reports to client needs

  • Transparency regarding fees and expenses

  •  True comprehensive wealth management with access to cross-Departmental and bank services

Our clients benefit from true comprehensive wealth management services by leveraging our team members.  We help individuals and families with cash flow needs, retirement planning, tax planning, insurance planning and estate planning. We also help businesses and nonprofits with employee benefits and succession planning. We seek to make the complex simple for our clients. 

Contact Us |  641-422-1600

Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of principal invested. CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. 

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