Services

Helping you achieve your financial goals is our mission. A Trusted Financial Advisor can help you design a personalized, comprehensive financial plan. We work with individuals, families, small businesses and institutions. Our Financial Advisors believe in independent solutions focused on you. We understand life demands managing numerous financial goals at the same time. Let us help you Invest for your life.

Build a Customized Investment Portfolio
Let us help you set a course to accumulate wealth, preserve capital or generate income by assessing your investment objectives and risk tolerances. Once we decide on the investment allocation we will monitor your investment strategy and together make changes as your move through the stages of life.

Retirement Planning
What kind of retirement do you want to have? We can analyze your current situation, determine what your needs will be and construct a plan to help get you there. If you are not participating in an employer’s retirement plan we can help set up your IRA account so you can make contributions on your own.

Transitioning to Retirement
When it is time to withdraw your hard-earned retirement savings we will help meet your required minimum distributions and reassess your investment objectives to make sure your money is working for you.

Investing in Education
We can assist in creating a flexible plan to pay for college expenses, which allows your children or grandchildren to start life with a strong foundation.

 

 

Check the background of our investment professionals on FINRA's BrokerCheck.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Citizens National Bank and Citizens National Bank Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James Is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Privacy Policy