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Citizens Trust & Investments
Citizens Trust & Investments
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Citizens Trust & Investments

Our Services


 

Investment Management

 

When a fiduciary manages your wealth, your interest always comes first

 

Individual Retirement Accounts

 

Start building your retirement savings through Roth IRA, Traditional IRA, and Inherited IRA

 

Corporate Trustee

 

Name us as Trustee to professionally manage your trust

 

Land Management

 

Professional Farm and Ranch Management services

 

Comprehensive Financial Planning

 

A plan as simple or complex as your needs require

 

Retirement Planning

 

Nearing retirement? We can focus on your retirement and help develop a roadmap for your retirement needs

 

Tax and Estate Planning

 

We embrace a team approach with your accountant, attorney or other professionals to meet your financial goals

 

Save for College

 

Save for your child, grandchild or other loved one through a 529 plan

 

Foundation and Endowments

 

Leave a legacy for future generations

 

Employer Sponsored Plans

 

We can help you determine and establish the best plan for your business through a SEP IRA, SIMPLE IRA, 401(k), 403(b), 457, 414(h)

 

Consolidate Accounts

 

Under one roof, your Employer Retirement Accounts, IRA’s, Brokerage, and other investment accounts can be easily managed and analyzed

 

Other Services

 

Health Savings Accounts, Precious metals, closely held stock in your IRA, and more

  • Citizens Trust & Investments

  • 203 N Douglas  |  Ellsworth, KS 67439
    877-472-3145  |  Fax: 785-472-4129
    trust@csbanc.com

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Wealth management for life…
and later.

trust@csbanc.com
877-472-3145