🍽️ Last night was a recipe for success! Thank you to everyone who joined us at our Retirement Cookbook event. We enjoyed a great meal and shared valuable insights on retirement planning. Here's to crafting a secure financial future! Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by First Citizens Bank; and, are subject to investment risks, including possible loss of principal invested. Content provided is for educational purposes only, and should not be used as tax or legal advice. Please consult with your attorney or CPA for specific legal or tax advice.
First Citizens Wealth Management (IA & MN)
Financial Services
Mason City, Iowa 199 followers
A Team You Can TRUST.
About us
Welcome to First Citizens Wealth Management. Our team is comprised of experienced professionals working together to help you plan, grow, and protect your legacy for generations. Who we are: • The trust department of First Citizens Bank offering comprehensive Wealth Management services regulated by the Iowa Division of Banking and Federal Reserve. • Fiduciaries serving in our clients’ best interest. • A One-stop shop for all your financial needs. • A Collaborative team comprised of professionals with diverse experience and education. Who we are not: • Commissioned-sales people. • Stock pickers. • Lone rangers. Disclosure: Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.
- Website
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https://www.myfcb.bank/wealth
External link for First Citizens Wealth Management (IA & MN)
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Mason City, Iowa
- Type
- Privately Held
- Specialties
- Fiduciary Services, Wealth Advisory Services, Investment Management, Retirement Plan Services, and Operations and Compliance Services
Locations
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Primary
Get directions
2601 4th St SW
Mason City, Iowa 50401, US
Employees at First Citizens Wealth Management (IA & MN)
Updates
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Just like that, another tax season is here. Those most excited for tax season? Fraudsters. 🚨👀 Check out this blog to learn how to spot scams, recognize legitimate IRS communication, and safeguard your finances. Read more at https://lnkd.in/gqAuxgZE
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🌸 Our 2025 Spring Newsletter is here! Read the full newsletter and subscribe to our quarterly newsletter at https://lnkd.in/d_kQzzwX 🌸 Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by First Citizens Bank; and, are subject to investment risks, including possible loss of principal invested. Content provided is for educational purposes only, and should not be used as tax or legal advice. Please consult with your attorney or CPA for specific legal or tax advice.
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Help us welcome Connie Knuth & Megan Campbell to the First Citizens Wealth Management Team! 👏 We're excited to have them on board! Connie has joined our team as a Wealth Assistant I. Connie brings experience in administrative support, client relations, and organizational management. She worked for a local Realtor for many years and may be a familiar face to some of our clients. Connie lives in Mason City and has two adult children. We have no doubt Connie will be a great addition to our team. Megan has joined our team as a Wealth Assistant I. Megan is a graduate of Kirkwood Community College with an Associate of Arts degree. Megan comes to us with experience working as an Assistant to a local Financial Advisor. She lives in Northwood with her husband and two children. We are excited for our clients to get to know Megan.
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‼️ Scholarship Opportunity ‼️ The Laverna M Smedley Foundation Trust is now accepting applications. The Trust was established to benefit: - Non-profit agencies, programs, or organizations which offer respite care to caretakers of the seriously ill, disabled or homebound within the meaning of IRS code 501(c)(3) - Benefit financially needy students who have obtained at least a "C" average in an accredited nursing program, providing nursing education as an RN, LPN, Medical Assistant, Nurse Practitioner, ARNP, or PAs. Preference to be given to the North Iowa area. To learn more about the scholarship and to apply visit: https://lnkd.in/eKGVRHFU
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