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| Investment and Insurance Services |
Whatever your individual circumstances, sound investing calls for diversification of your assets. Our goal is to provide a combination of products designed to meet your financial goals and objectives. In many financial reviews, life insurance can be a cornerstone to success. Wealth accumulation, transfer of assets, retirement and estate planning are important concerns an effective insurance plan can address.
Whether you're planning a child's college education, your retirement income, or maximizing your assets for the next generation, we can help start preparing for tomorrow, today. Our Client Advisors have a full range of business and personal investment products available including many that are tax-advantaged.
- Stocks/Bonds
- Annuities
- Mutual and Exchange Traded Funds
- IRAs/SEPs
- 529 College Plans
- 401(k) Rollovers
- Unit Investment Trusts
- Term
- Whole
- Universal
- Variable
- Long-Term Care
- Wealth Transfer
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither PrimeVest, nor any of its representatives may give legal or tax advice.
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- Scott Bloom
- Steve Bouslog
For your convenience, our Client Advisors are available
to meet at any Citizens office by appointment.
Securities and Insurance Products provided by PRIMEVEST Financial Services, Inc., a registered broker/dealer. Member SIPC: Not FDIC Insured. May Go Down in Value. Not Financial Institution Guaranteed. Not a Deposit. Not Insured by any Government Agency. Citizens First National Bank is not affiliated with PRIMEVEST.
View PrimeVest privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
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