First Citizens Investment Services

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How can we help you reach your goals?

At First Citizens Investment Services, we are committed to providing exceptional financial services in Whitewater and the surrounding communities that will help take the mystery out of investing. Whether you are looking to save for retirement, preserve your assets, or prepare for college; our personalized, compassionate, client-centered advice is focused on your needs, wants and long-term goals. LPL Financial Advisor, Aurelio Callope has been with First Citizens Investment Services since November 2015 and in the investment and financial advising industry for over 13 years. Because of his experience through the years, he understands the unique challenges that individuals and families face today. His partnership with LPL Financial allows him to be on the cutting edge of market research, and because LPL Financial does not sell any exclusive products, he has the ability to offer a wide range of investment services that are truly focused on the best interest of the client. Regardless of your investment experience or understanding, we can help you simplify the demands of managing your wealth, and pursue your vision of the future. Call today for your no cost, no obligation consultation! Products and Services Available through our office are: • IRAs and Roth IRAs • 401K Rollovers • Small Business Retirement Plans • Comprehensive Financial Plans • Mutual Funds • Stocks and Bonds • 529 Plans • Exchange Traded Funds (ETF’s) • Fixed and Variable Annuities • Alternative Investments • CD’s and Structured CD’s • Life and Long Term Care Insurance Securities and Financial Planning offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. (www.finra.org www.sipc.org) Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured First Citizens State Bank deposits and are not FDIC insured. These products are not obligations of the First Citizens State Bank and are not endorsed, recommended or guaranteed by First Citizens State Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. First Citizens State Bank and First Citizens Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.fcinvestmentservices.com