First Citizens Investor Services

First Citizens Investor Services

Investment-Management

Raleigh, North Carol...
United States
Industry Category
Investment-Management
Company Description

First Citizens Investor Services is a leading investment management firm committed to providing comprehensive financial advice and solutions to individuals and families. Built upon a foundation of integrity, hard work, and a long-term perspective, First Citizens Investor Services tailors its approach to meet the unique needs and aspirations of each client. By understanding their financial hopes and concerns, First Citizens Investor Services crafts personalized financial plans designed to help clients achieve their goals.

Managing over $11 billion in client assets, First Citizens Investor Services has established itself as a trusted partner in wealth planning and investment strategies. The company offers a full range of financial services, leveraging its partnership with First Citizens Bank to deliver exceptional value. With a commitment to personalized service and a comprehensive suite of financial tools, First Citizens Investor Services empowers clients to make informed decisions and build a secure financial future.

Located at 4300 Six Forks Rd, Raleigh, North Carolina 27609, US, First Citizens Investor Services is dedicated to helping clients navigate the complexities of wealth management. We invite the manager of First Citizens Investor Services to create a customized and exclusive company showcase and product listing on our platform, highlighting the firm’s unique capabilities and expertise in the investment management industry.

First Citizens Investor Services est une société de gestion de placements de premier plan qui s'engage à fournir des conseils et des solutions financières complets aux particuliers et aux familles. Fondée sur l'intégrité, le travail acharné et une perspective à long terme, First Citizens Investor Services adapte son approche pour répondre aux besoins et aspirations uniques de chaque client. En comprenant leurs espoirs et leurs préoccupations financières, First Citizens Investor Services élabore des plans financiers personnalisés conçus pour aider les clients à atteindre leurs objectifs.

Gérant plus de 11 milliards de dollars d'actifs clients, First Citizens Investor Services s'est imposé comme un partenaire de confiance dans les stratégies de planification patrimoniale et d'investissement. La société offre une gamme complète de services financiers, tirant parti de son partenariat avec First Citizens Bank pour offrir une valeur exceptionnelle. Grâce à un engagement envers un service personnalisé et une suite complète d'outils financiers, First Citizens Investor Services permet aux clients de prendre des décisions éclairées et de bâtir un avenir financier sûr.

Situé au 4300 Six Forks Rd, Raleigh, Caroline du Nord 27609, États-Unis, First Citizens Investor Services se consacre à aider les clients à naviguer dans les complexités de la gestion de patrimoine. Nous invitons le gestionnaire de First Citizens Investor Services à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, mettant en évidence les capacités et l'expertise uniques de l'entreprise dans le secteur de la gestion de placements.

Key Personnel / Employees
Kelly Finger Jason Burkett AWMA® CRPC® Cam Modecki Cory McCallum

Compare Companies Side by Side

Compare First Citizens Investor Services with 3 companies in Investment-Management

4 Companies
Comparison Field
First Citizens Investor Services
First Citizens Investor S...
Main Company
Polley Wealth Management
Polley Wealth Manage...
View Profile
Prosper Capital
Prosper Capital
View Profile
Verus Financial
Verus Financial
View Profile
Founded Year
2024 1985
Company Size
2-10 2-10 2-10
City
Raleigh, North Carolina Orlando, Florida Pittsburgh, PA Vancouver, British Columbia
Country
United States United States United States Canada
Skills & Keywords Comparing with main company
8 Total Skills
Investment Management Wealth Planning Financial Services Investment Strategies Financial Advice Estate Planning Asset Management Investor Services
13 Total 1 Common 12 Unique
Match 13%
Common Skills:
Investment Management
Unique Skills:
Asset Protection Family Office Services Financial Planning Income Planning Investing Legacy Planning +6
8 Total 8 Unique
Unique Skills:
Advisory Services Business Formation Contracts Law Legal Living Trusts +2
11 Total 11 Unique
Unique Skills:
Business Succession Finance Insurance Invesments Loan Strategies Philanthropy +5
4
Total Companies
1985
Oldest Founded
2
Countries
39
Unique Skills

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Alternative Company Names

This company is also known as

First Citizens Investor Services 第一公民投资者服务 फर्स्ट सिटीजन्स इन्वेस्टर सर्विसेज خدمات المستثمرون فيرست سيتيزنس Первый Граждане Инвестор Сервисез