First Citizens has been helping our clients manage their wealth since 1898. The following are just some of the positive things our clients are saying about us.
Trust Client — Charleston, SC
"True friends always have your best interest in mind; and so it goes with the First Citizens Wealth Management team. They listen, analyze, respond, and review not only our investment portfolio, but our entire financial picture. Their questions often provide the catalyst for us to take action regarding asset management, estate planning, and provide a ’comfort level’ for our spending plans. Bottom line; we always feel better after our meetings with their team of experts/friends."
Private Banking Client — Columbia, SC
"I have been a lifelong customer of First Citizens…deeply appreciative of their customer service. In fact, FCB’s on-line site and the support of the staff in the branch offices to this day set the standard by how I judge others businesses.
Four years ago, I asked for some insight on how to create an IRA and shortly thereafter was introduced to their Wealth Management Program. Over that time, I’ve become such a fan of the WMP that I have moved ALL (9) of my family’s accounts under that one umbrella. More recently I’ve opened an account to buy and sell on my IRA account. The way in which ALL the accounts interact seamlessness across the website is a thing of beauty for all to behold.
But in the end, it’s the counsel and the relationships that I’ve developed with the people in the program that set it apart. The banker that handles our family’s accounts (Erin McCaskill) is almost literally considered a part of our family. I am not sure how I could be more pleased with this program."
Trust Client — Raleigh, NC
"For over 30 years, I contributed to my retirement plan the maximum amount each year. As I got closer to retirement, I realized that the transition to retirement required a more thought-out plan. Through a friend of mine, I was referred to First Citizens Wealth Management. What I have been very impressed with is the team approach - the team made me aware of ideas and issues I had never considered. I also appreciate that First Citizens considers our relationship inclusive of my wife and adult children, not just me. And like any other relationship, sometimes the team members change and First Citizens has provided a solid bench of talent so that our relationship remains strong and lasting. Having a local team is also extremely important to me, to be able to work with professionals that are located in the same zip code is great."
First Citizens Wealth Management is a joint marketing mark of First-Citizens Bank & Trust Company ("First Citizens Bank"), Member FDIC; First Citizens Investor Services, Inc., FINRA/SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Bank deposit and credit products are offered by First Citizens Bank, Member FDIC.
Equal Housing Lender.
Investments in securities, annuities and insurance are not insured by the FDIC or any federal government agency; may lose value; are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate; and are subject to investment risks, including possible loss of the principal amount invested. Brokerage and some investment advisory services are offered through First Citizens Investor Services, Inc. FINRA/SIPC. First Citizens Asset Management, Inc. provides investment advisory services. Check the background of this firm on FINRA’s BrokerCheck.
This information is provided for educational purposes only and should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. First Citizens Bank [or its affiliates] neither endorses nor guarantees this information, and encourages you to consult a professional for advice applicable to your specific situation. First Citizens Investor Services [or its affiliates], are not affiliated with Broadridge.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.