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We value your business and would appreciate you referring our services
to your friends and family. ServicesPersonal Trusts
Living Trusts
Revocable Trusts Irrevocable Trusts Charitable Trusts Custodial Trusts Court Ordered Trusts Individual Retirement Accounts (IRA)
Traditional
Roth SEP SIMPLE Corporate Retirement Plans (401-K/Pension)
401k Trustee Services
Profit Sharing Money Purchase Defined Benefit 403b Plans Wealth Management
Portfolio Design
Financial Planning Model Portfolios Oil & Gas Management Estate Settlement
Asset Collection & Valuation
Probate Services Review and Evaluation following Tax Preparation Detailed Accounting Distribution of Assets in Accordance with your Estate Plan
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Our Mission is to impact the future and long term wealth goals of our clients, their children and their grandchildren. This is achieved through quality service, specialized knowledge and indecative performance.
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CTIC, Citizens Trust and Investment Corporation or Competent, Trustworthy, Innovative, Caring. When it comes to taking care of the issues and concerns you and your family may face, you need to acquaint yourself with the Competent, Trustworthy, Innovative and Caring Team of professionals at Citizens Trust & Investment Corporation (CTIC). CTIC focuses on building relationships based on the “Team Approach”. By working with you and your appointed professionals – CPAs, attorneys and other trusted advisors, CTIC can assure that your personal financial plan is designed to meet all of your special needs.