Investments & Products for Private Clients

Broker Check Button CWB Investment Services is not only concerned about your finances today, but also your financial well-being in the future. This is why we have a team of financial management professionals who provide you with financial guidance based on careful investment research, focused on your financial goals.

The future is a work in progress, but has the potential to be rewarding to those who have a solid plan and follow it. The mission of CWB Investment Services is to help make your financial goals reality. Your personal representative will work closely with you to define your financial goals, craft and implement an investment strategy, while continually monitoring your investments and consulting you.

CWB Investment Services offers access to a borad spectrum of financial products that help make it possible to customize an investment program that fits your unique needs. These include:

  • Mutual Funds
  • Annuities
  • Individual Retirement Accounts (IRAs)
  • Life Insurance
  • Education Savings
  • Money Markets, Treasury Bills, UITs, and Bonds

For answers to specific questions or concerns, email one of our financial consultants or call at 866.634.4799.

CWB Investment Services

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates. Citywide Banks and CWB Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.