Your Retirement Team
Citizens State Bank is proud to announce the availability of Retirement Planning and Investment Services provided by CSB Investment Services. We have established a relationship with a company with over 27 years of experience in working with financial institutions like ours.
“Your Retirement Team” is comprised of a qualified and trusted team of financial advisors specializing in comprehensive planning for retirement. The Team provides an array of financial services in an effort to offer invaluable solutions for the unique needs and objectives of each client.
Services available through CSB Investment Services include:
- Retirement Planning
- Estate Planning
- Portfolio Management
- Tax-Free Investments
- Income Tax Strategies
- Tax-Deferred Investments
- Annuities
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
Non-Deposit Investment Product Disclosure
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Goss Advisors, a registered investment adviser and separate entity from LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates.
The investment products sold through LPL Financial are not insured Citizens State Bank (CSB) deposits and are not FDIC insured. These products are not obligations of CSB and are not endorsed, recommended or guaranteed by CSB or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss if principal is possible.
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Investing for the future is investing for yourself. It is never too early to start!