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Investments

For a retirement plan, IRA, or personal account, our investment services are an ideal strategy for professional portfolio management. 

  • Stocks – timely execution of all trades
  • Mutual Funds – access to all fund families
  • Corporate, Government & Municipal Bond inventory
  • Certificates of Deposit
  • High Yield Bonds
  • Stock Option Exercise Program

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For more information, call 888-645-4121 ext. 8446 or email

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Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

Securities and Investment Advisory products are provided by UVEST Financial Services, Member FINRA, SIPC and a SEC Registered Investment Advisor. UVEST and Citizens Wealth Management are independent entities.
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