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Cco Investment Services Corp.




Cco Investment Services Corp is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

In 1828, Citizens Financial Group got its start as a small community bank called the High Street Bank in Providence, Rhode Island. In 1871, the directors of High Street Bank established Citizens Savings Bank. Its first deposit was from Miss Jessie Grant, the daughter of the bank's vice president.

Today, Citizens Financial Group has $155 billion in assets, making it the 8th largest commercial bank holding company in the United States. Owned by RBS, The Royal Bank of Scotland Group plc, they now have branches in 13 states, including Connecticut, Delaware, Illinois, Indiana, Michigan, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Ohio, Vermont, and Miss Grant’s own Rhode Island. They also have non-branch offices in more than 30 states.

Citizens Investment Services offers you an extensive range of products and services designed to help you meet your investing goals.
Mutual funds offer a convenient, simple, affordable method of investing. With a mutual fund, your money is pooled with the money of other investors who share common financial objectives. Through Citizens Investment Services you have access to over 1500 mutual funds from 28 fund families.

An annuity is an alternative retirement savings option.  It combines the features of a mutual fund and an insurance contract and offers the benefits of tax-deferred compounding and regular income once you retire. They offer a variety of annuities with multiple features and benefits. 

Citizens Custom Portfolio, their managed account service, provides individuals, small businesses and not-for-profit institutions with personalized investment strategy capabilities along with access to professional investment managers.

The Asset Manager Account combines two accounts into one, giving you banking and investing capabilities in one place. 
 
At Citizens Bank, they know that a successful banking relationship with even the largest business is still just a relationship. Their full range of products and services are tailored to meet your financial goals, to cash management, from loan and deposit products, international services, and more.

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