Investment Services
Enjoy expert financial planning services from our advisors, a business partner—and neighbor—you can trust. You gain a personal relationship with a financial advisor, with added strength through our partnership with Raymond James Financial Services—one of the largest financial services firms in the U.S.
In addition to individual financial strategies, we offer specialized services and consulting focused on corporate solutions. These specialists are able to design and execute strategies that help benefit you and your employees.
- Benefit Plan Design & Administration—Review a variety of benefit plans to retain most valued employees.
- Share Repurchases—Multiple approaches to repurchasing stock on a secondary market.
- Institutional Marketing—Facilitating interaction and communication with institutional shareholder community.
- Investment Banking—A broad range of investment banking services with industry-specific experts.
Read more detail about our solutions for corporate executives at our Financial Services website.
Financial consultants are registered with and securities are offered through Raymond James Financial Services, Inc., an independent broker/dealer and member FINRA/SIPC. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Citizens South Corporation is independent of Raymond James.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
