• Whitewater Area Chamber of Commerce

  • First Citizens Investment Services

    First Citizens Investment Services

    Categories

    InvestmentsBusiness & Professional Services

    About Us

    Our mission is to help you simplify the demands of managing your wealth, and pursue your vision of the future. We desire to get to know your needs and goals and then develop, implement and monitor a strategy that will help get you where you want to be. Whether you are investing for retirement, college, a rainy day or just to preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

    We understand the unique challenges that individuals and families face today. Every situation is unique and we believe that there is not a ?one size fits all? when it comes to investing. We are committed to providing compassionate, client-centered advice and to educate you about financial concepts and products in order to help take the mystery out of investing.

    Products Available through our office are:
    ? Mutual Funds
    ? Stocks and Bonds
    ? Exchange Traded Funds (ETF?s)
    ? Fixed and Variable Annuities
    ? Alternative Investments
    ? CD?s and Structured CD?s
    ? Life and Long Term Care Insurance

    Services Available:

    ? Comprehensive Financial Plans
    ? Retirement Planning
    ? IRA Rollovers
    ? Investment Analysis & Asset Allocation
    ? Education Planning
    ? Estate Planning
    ? Tax Strategies
    ? Risk Management
    ? Insurance Analysis


    For more information about our office and the services we offer, send us a quick email or give us a call. We would welcome the opportunity to speak with you. At First Citizens Investment Services, it really is all about YOU.

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    Aurelio Callope - LPL Financial Advisor
    Susan Foley - LPL Registered Sales Assistant

    Rep/Contact Info

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    Aurelio Callope
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  • Want to sponsor the Whitewater Area Chamber of Commerce? Call us at (262) 473-4005 or email us at info@whitewaterchamber.org