We are proud to have First Citizens Bank as one of our incredible Strategic Partners! We value the opportunity to work closely with a trusted financial institution that supports individuals, families, and businesses through personalized banking solutions and financial guidance.
With a focus on personalized service and long-term financial well-being, First Citizens Bank offers a broad range of banking and financial solutions designed to build around clients’ financial goals and priorities. From everyday banking and budgeting to more comprehensive financial planning, the bank works to provide dependable guidance through every stage of its clients’ financial journeys.
First Citizens Bank offers several investment options to help clients build and manage their portfolios based on their financial goals and preferences. Through Self-Directed Investing, clients can trade U.S.-based stocks and ETFs through a digital platform available on desktop and mobile. Guided Investing provides automated portfolio management with research-backed investment models, automatic rebalancing, and the ability to adjust risk tolerance. The bank also offers IRAs and retirement planning options, including solutions for individuals, small-business owners, and self-employed professionals, along with education savings accounts that provide tax-advantaged ways to save for future college expenses.
Thank you to the First Citizens Bank team for its ongoing support of the Realtor® community.