Citizens Financial Advisors - Planning for your future
Fiduciary Services
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In a world where change is so rapid and constant, achieving financial security is difficult. Maintaining that security and passing it on to future generations can be even more challenging. The services of a trusted fiduciary can help.

How we can help
The relationship we establish with our clients and their beneficiaries enables us to offer individualized service.

Accounts and services available include:
  • Estate and Financial Planning
  • Investment Accounts
  • Separately Managed Accounts
  • Estate Administration
  • Trust Accounts
  • Custodial Accounts
  • Land Trusts
  • Exchange Trusts
  • Guardianships
  • 401(k) Plans
  • Self Directed IRAs
  • IRA Rollovers
  • Health Savings Accounts
  • Farm Management
  • Real Estate Services


Trust Officers are available for appointments at any of our offices!

Patrick Murray
Diane Florschuetz
Linda Grove
James Say
Scott Smith
Matthew Sadowski

Citizens First National Bank

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