Investments & Services

Today, you have more investment choices and, perhaps, more uncertainty about how you should be investing than ever before. Let a City Securities financial advisor help you develop a plan that meets your needs today and gives you the flexibility to adapt to your needs as they change over the course of your life.

Investments we can help with include:

  • Annuities
  • College Saving Plans
  • Individual Retirement Accounts (IRAs)
  • Money Market Funds
  • Mutual Funds
  • Qualified Retirement Plans
  • Stocks (Equities)
  • Taxable Fixed-Income Investments
  • Tax-Exempt Municipal Bonds
  • Unit Investment Trusts

Services include:

  • Financial Planning
  • Insurance
  • Managed Money
  • Retirement Planning

Contact us to find out more about how we can help you.