First Citizens Financial Plus Investments
First Citizens Financial Plus is a full service investment firm that operates with o focus on helping individuals and small businesses achieve their investment objectives. The staff at First Citizens Financial Plus believes everyone's financial situation is unique and while many investors share common goals, such as saving for their children's college education or building a retirement nest egg, we understand that all have different situations to consider. For this reason the staff is committed to taking the time to listen to you and learn of your specific goals before making any recommendations.
While investment experience is crucial to financial security, no one can deny the growing importance of technology in gathering and analyzing investment information as well as the convenience of managing your investment accounts online.
Financial Plus serves the investment needs of our customers by providing multiple consultants in three convenient locations.
Comprehensive Investment Services Offered
- Investment Management
- Financial & Retirement Planning
- 401(k) / Profit Sharing
- Mutual Funds
- 529 College Savings Plans
- IRA’s – Traditional & Roth
- Small Business Retirement Plans
- Stocks & Bonds
- Money Markets
- Certificates of Deposit
- Online Access and Trading
To view your account please visit Financial Plus Online.
Investment Products offered through Financial Plus are:
NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE