WEATHER UPDATE! ?? (as of 1pm 3/19) ??All remaining open locations in Iowa will be CLOSING at 3pm today (3/19). ?? Our Mora, MN location will remain OPEN regular hours. Online & mobile banking are available 24/7. Stay safe! ??
关于我们
Welcome to First Citizens Wealth Management. Our team is comprised of experienced professionals working together to help you plan, grow, and protect your legacy for generations. Who we are: ? The trust department of First Citizens Bank offering comprehensive Wealth Management services regulated by the Iowa Division of Banking and Federal Reserve. ? Fiduciaries serving in our clients’ best interest. ? A One-stop shop for all your financial needs. ? A Collaborative team comprised of professionals with diverse experience and education. Who we are not: ? Commissioned-sales people. ? Stock pickers. ? Lone rangers. Disclosure: Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.
- 网站
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https://www.myfcb.bank/wealth
First Citizens Wealth Management (IA & MN)的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Mason City，Iowa
- 类型
- 私人持股
- 领域
- Fiduciary Services、Wealth Advisory Services、Investment Management、Retirement Plan Services和Operations and Compliance Services
地点
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主要
获取路线
2601 4th St SW
US，Iowa，Mason City，50401
First Citizens Wealth Management (IA & MN)员工
动态
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Just like that, another tax season is here. Those most excited for tax season? Fraudsters. ???? Check out this blog to learn how to spot scams, recognize legitimate IRS communication, and safeguard your finances. Read more at https://lnkd.in/gqAuxgZE
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?? Our 2025 Spring Newsletter is here! Read the full newsletter and subscribe to our quarterly newsletter at https://lnkd.in/d_kQzzwX ?? Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by First Citizens Bank; and, are subject to investment risks, including possible loss of principal invested. Content provided is for educational purposes only, and should not be used as tax or legal advice. Please consult with your attorney or CPA for specific legal or tax advice.
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?? Our 2025 Spring Newsletter is here! Read the full newsletter and subscribe to our quarterly newsletter at https://lnkd.in/d_kQzzwX ?? Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by First Citizens Bank; and, are subject to investment risks, including possible loss of principal invested. Content provided is for educational purposes only, and should not be used as tax or legal advice. Please consult with your attorney or CPA for specific legal or tax advice.
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Help us welcome Connie Knuth & Megan Campbell to the First Citizens Wealth Management Team! ?? We're excited to have them on board! Connie has joined our team as a Wealth Assistant I. Connie brings experience in administrative support, client relations, and organizational management. She worked for a local Realtor for many years and may be a familiar face to some of our clients. Connie lives in Mason City and has two adult children. We have no doubt Connie will be a great addition to our team. Megan has joined our team as a Wealth Assistant I. Megan is a graduate of Kirkwood Community College with an Associate of Arts degree. Megan comes to us with experience working as an Assistant to a local Financial Advisor. She lives in Northwood with her husband and two children. We are excited for our clients to get to know Megan.
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