Citizens Financial Group
Citizens Financial Group specializes in assisting you with your financial plan for the future.
Let Citizens Financial Group help you:
- reach your retirement goals through comprehensive investment guidance
- offer advice when it’s time to rollover your 401K
- simplify and consolidate any retirement savings accounts you may have accumulated over the years
- understand retirement plan distribution options and how they may affect your taxes (speak to your qualified tax advisor to discuss tax-related strategies).
To learn more about Citizens Financial Group, we invite you to call or visit one of our offices.
Lakeland (Downtown)
402 S. Kentucky Ave.
Suite 100
Lakeland, FL 33801
863.220.7935
Lake Wales (Chalet)
23725 Highway 27
Lake Wales, FL 33859
863.679.9788
Citizens Financial Group is a marketing name of Cetera Investment Services LLC, member FINRA(opens in new tab)/SIPC(opens in new tab). Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA(opens in new tab)/SIPC(opens in new tab). Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.
Investment and Advisory Products and Services:
Not Insured By Any Federal
Government Agency
Not A Deposit
Not FDIC Insured
Not Guaranteed
May Lose Value
Please do not send confidential information when emailing Citizens Bank & Trust staff.
Mobile App
Easy 24/7 access to your accounts is available via the AdviceWorks Client Portal Mobile App.
The AdviceWorks Client Access mobile app offers many of the same features available through AdviceWorks but from the conveninence of a mobile device. Once clients have registered for AdviceWorks, they may download the app from the Apple App Store or Google Play Store.
For up-to-date information on the Client Access and new features, see:
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com(opens in new tab).
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Online Privacy Policy | Important Information | Business Continuity|
Online Privacy Policy
https://cetera.com/privacy-policy(opens in new tab)
Important information
https://cetera.com/cetera-investment-services/disclosures(opens in new tab)
Business continuity
https://myceterasmartworks.com/Public/Portal/Content.aspx?ContentId=30050055(opens in new tab)
Easy Access
Our Mobile Banking Services provide 24/7 access to your Citizens Bank & Trust accounts through your tablet or smartphone. This gives you the ability to conveniently pay your bills, check your balances, make transfers, deposit checks and much more while on the go.
