Investment Services

Enjoy expert financial planning services from our advisors with added strength through our partnership with Raymond James Financial Services— one of the largest financial services firms in the U.S.

We offer you a personalized financial strategy based on your unique situation, preferences, and goals. We build flexibility into your strategy so it can work with you and for you at every stage of your life. Our approach is simple: we focus on becoming your partner in building the future you desire.

Below are some of the services we provide

  • Asset Allocation — Asset allocation versus diversification - what's the difference?
  • Asset Management — Discover the benefits of professional asset management.
  • Estate Planning — Trust services for the preservation of assets and the fulfillment of wishes.
  • Financial Planning — Your financial future is important. Don't trust it to just anyone.
  • Mutual Funds — Your purchasing power at work.
  • Retirement Planning — In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • Stocks — How do stocks fit into my financial plan?
  • College Planning — What will it take to deliver the dream?
  • Bonds — Are bonds right for you?
  • 401(k) — What to expect from your 401(k) advisor.
  • Insurance and Annuities — Preparing for the unexpected may start with quality insurance alternatives.
  • Stock Options — Strengthen your portfolio without stretching your finances.
  • Freedom Account — Managed accounts with the flexibility to meet your investment goals.
  • Executive Solutions — While you are busy managing your company's future, who is taking care of yours?

Read more detail about these services 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.