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Citizens Investment Services


Citizens Investment Services

 

In Pursuit of Your Financial Goals

  • Full Brokerage Services

  • IRA's: Roth and Traditional

  • Mutual Funds

  • Investments and Retirement Plans

  • Portfolio Analysis

  • Tax-Deferred Annuities (Fixed & Variable)

We are committed to your financial success and want you to feel comfortable talking to us about your money matters.

Our Registered Representative will provide you with unbiased information to help you pursue your financial goals.

Our approach is conservative with a major focus on education and service.

 

Disclosure
Securities are offered through LaSalle St. Securities, LLC. LaSalle St. Securities is a registered broker/dealer. Greg Turner, and Deb Carson are registered representatives of LaSalle St. Securities, LLC. Member FINRA/SIPC . We want you to know that these securities are not bank deposit accounts and therefore are not FDIC insured, nor are they obligations of or guaranteed by Citizens National Bank. Securities involve certain risks, including the potential for possible fluctuations in investment return and the possibility of loss of principal. This information does not constitute an offer, or solicitation of an offer, to sell securities or insurance products. Such an offer can only be made by a registered representative of Citizens Investment Services, and for most products, only when accompanied by a detailed prospectus. You should obtain and carefully read the prospectus before investing money.
 


Greg Turner
Registered Representative 

Call (309) 837-0629

Macomb

Deb Carson
Registered Representative
309-837-0629

Request Additional Information

 

  Identifying Your Needs

The focus of our investment services is helping you get the information you need and the personal attention you deserve. Our Registered Representative will help you understand the opportunities available to you and guide you through the process.

The scope and depth of our needs-based approach is coupled with a level of customer service that we feel is superior.

  Get Acquainted


We will help you identify and prioritize your goals, then, explain alternative investment choices and discuss the levels of risk involved. Finally, we will propose a strategy that is appropriate for you. There is no charge for discussing your financial concerns with one of our Registered Representatives.

  Informed Investment Choices


Investment Planning
Sound investment counsel today will help guide you toward your future objectives.

  • Portfolio Review
  • Retirement Planning
  • Tax Reduction Strategy
  • Asset Allocation
  • Education Funding
  • Company Retirement Plans

Please consult with your tax preparer before investing.

Mutual Funds
Diversification and professional management are available through portfolios of stocks and bonds having specific objectives:

  • Growth Funds
  • Balanced Funds
  • Global - International Funds
  • Income Funds
  • Tax-Free Funds
  • Government Funds
  • Money Market Accounts

Please read the fund's prospectus carefully for objectives, costs, and fees before investing.

Full Brokerage Services
Accounts are carried by National Financial Services LLC, Member FINRA/SIPC.

  • Stock
  • Government Bonds
  • Municipal Bonds
  • Corporate Bonds
  • Options
  • Cash Management Accounts
  • Money Market Accounts

All securities involve inherent risks. Please discuss tolerances and objectives thoroughly with one of our Registered Representatives before investing.


Macomb Office Hours

Monday through Thursday
8:30 a.m. to 4:30 p.m.

Friday
8:30 a.m. to 5:00 p.m.

Saturday
By Appointment

And by appointment at other
Citizens National Bank locations.



  Disclosure

 

Securities are offered through LaSalle St. Securities, LLC. LaSalle St. Securities is a registered broker/dealer. Greg Turner, and Deb Carson are registered representatives of LaSalle St. Securities, LLC. Member FINRA/SIPC . We want you to know that these securities are not bank deposit accounts and therefore are not FDIC insured, nor are they obligations of or guaranteed by Citizens National Bank. Securities involve certain risks, including the potential for possible fluctuations in investment return and the possibility of loss of principal. This information does not constitute an offer, or solicitation of an offer, to sell securities or insurance products. Such an offer can only be made by a registered representative of Citizens Investment Services, and for most products, only when accompanied by a detailed prospectus. You should obtain and carefully read the prospectus before investing money.

Located at Citizens National Bank
127 South Side Square
Macomb, Illinois 61455
Call (309) 837-0629

 


Insurance and Investment products not FDIC insured, are not guaranteed by the Bank and are subject to investment risk with possible loss of principal.

Citizens Investment Services

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