Planning and Investing

It's our business to help you achieve success. To us, success means financial security for you and your family, for a lifetime. We take our job very seriously; our philosophy is that your family is part of our family. This means we take the time to understand your goals and personal issues in order to help you develop a deliberate, thoughtful, sound investment plan to help you grow and manage your wealth.

• Investments & Brokerage¹

  A Financial Consultant is ready to help you develop an investment plan that is specific to your situation. From Managed Accounts to tax-advantaged investments and retirement planning, we'll help you through the decision-making process. And an account with Investor Services may qualify you to receive a First Citizens relationship checking account with no monthly service charges. See your financial consultant for more details.

• College Planning

  While it's true that college costs more than ever, it's also true that there are more ways to save for college than ever. So there's no better time to start college planning and saving than right now. And we can help—with Coverdell Education Savings Accounts (ESAs), 529 College Savings Plans and more.

Outside Investing Services

• ShareBuilder^® - Online Investing^1,2

  ShareBuilder is a simple, flexible, and affordable way to build wealth through long-term investing. Using ShareBuilder, you can make regular automatic investments in stocks, index funds and closed-end bond funds. There are no minimum requirements to open an account or to begin investing. ShareBuilder’s Investing Programs make online investing easier and more affordable. It’s easy to get started creating your online stock portfolio.