MONEY CONCEPTS INVESTMENT SERVICES
Citizens Union Bank is dedicated to providing all the products and services you need to manage your money effectively. Through a partnership with Money Concepts, Citizens Union Bank's customers, as well as the general public, have access to a full range of brokerage services. If you are looking for potentially higher investment returns, you need to speak to a Money Concepts Investment Broker. We can help you to design an investment plan to suit your own personal goals.
Here are just a few of the investment products that are available:
| Wealth Management Mutual Funds Retirement Planning Financial Analysis Annuities Corporate Bonds Asset Allocation Stocks & Bonds Life Insurance
|
Our in-house Investment Department is handled through Money Concepts.
Money Concepts Investment Brokers can be seen at Citizens Union Bank locations throughout Shelby, Jefferson, Spencer, Bullitt, Hardin, Larue and Logan counties.
For more information please click on the names below:
Nikolas Kane, Investment Broker
Jeffrey Phalen, Investment Broker
Theresa Steinemann, Investment Broker
Jessica Meadows, Administrative Assistant
Click below for a Free Life Insurance Quote!
Not FDIC Insured
| Not Bank Guaranteed
| May Lose Value
|
Not Guaranteed by any Government Agency
| Not a Bank Deposit
|
Questions? Comments? Contact us today!
Toll Free at 1-866-633-4450
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AMEX
Market prices are delayed at least 20 minutes. NYSE and AMEX indices are real-time. Market data and News provided by and copyright 1996-2005 RediNews, Incorporated, all rights reserved.
NYSE
Market prices are delayed at least 20 minutes. NYSE and AMEX indices are real-time. Market data and News provided by and copyright 1996-2005 RediNews, Incorporated, all rights reserved.
