Home | Citizens Investment Services

SMARTER WEALTH MANAGEMENT

Welcome to Citizens Investment Services. We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisor's mission is to enhance your life by helping create sound, financial strategies.

Our goal? To give you confidence in your financial future for years to come.

Learn more

BUSINESS PLANNING

We believe small businesses are the backbone of America. At Citizens Investment Services, we do our utmost to help you thrive in today's competitive marketplace.

Learn more

RETIREMENT PLANNING

You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement.

Learn more

COLLEGE PLANNING

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.

Learn more

MEET OUR TEAM

Sarah Wells

Katherine Streeter

Greg Palmer

Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed.

Helping people navigate through complex financial decisions is what we are passionate about. We educate clients so they understand the pros and cons to help them make the decision that is right for their needs. Every person's financial situation and goals are right for their needs. Every person's financial situation and goals are different and we thrive on working through and coming up with strategies that fit each unique need.

Learn more

INTELLIGENT STRATEGIES

These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.

Learn more

HAVE A QUESTION

Name

Email

Address

Phone

Question

Thank you! Oops!