Investment ideas and thinking from industry-leading researchers and money managers are right here with Citizen Trust Monument Bank Investing & Wealth Management Services group. We aim to simplify financial planning services and investment management services for you by keeping them under one roof, close by, comfortable and personable as you would expect from a Connecticut investment management practice.

With the level of investment management services you receive when working locally with us on your personal investment plan, isn't it great to know you also have the confidence of a nationally recognized financial services provider behind you as well?

While you can get investment management strategies through Citizen Trust Monument Bank Investing & Wealth Management professionals, we also offer the benefit of working with Raymond James Financial Services, Inc. You can be confident you're getting excellent service as well as quality advice when tailoring a personal investment plan based on your own goals.

You already know and recognize the personal financial services and attention you'll get from Citizen Trust Monument Bank. But when combined with Raymond James, you'll gain the services of an independent broker/dealer, a recognized leader in investment management services with approximately 7300 financial advisors in over 2700 offices throughout the United States and abroad. And as an independent dealer, they can offer the entire spectrum of investment opportunities available across mutual funds, annuities, 401k plans, college savings, stocks, corporate and municipal bonds and government securities. (In other words, the same financial planning services and investment management services you'd expect from a large investment house).

It's a great combination. Full brokerage services from your local bank. Who knew?

  • * Ongoing Financial and Investment Planning.

  • * Investment Management and Supervision of Assets.

  • * Custody and Safekeeping of Assets.

  • * Collection of Income, Stock Dividends, Stock Splits, Rights and Other Receivables.
  • * Distribution of Income as Required.

SPECIALISED

Citizen Trust Monument Bank financial services professionals and advisors care to do the right thing by you; our team is always around and available to deliver unbiased advice from registered representatives, careful stewardship through our financial planning advisors, as well as personalized service from our relationship partners.

Have any Question?

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