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Personal Investing

A Charter One Investment Services Financial Consultant
can offer you personal investment advice tailored to
help meet your needs.

What are your personal investing goals?

Whether you’re saving for retirement, education or have another long-term financial goal in mind, a Charter One Investment Services Financial Consultant can provide you with personalized guidance to support all of your financial needs including:

Retirement Planning
No matter where you are in the investment planning process, a Charter One Investment Services Financial Consultant can help you find personalized retirement options designed for your lifestyle including IRAs, Rollover IRAs and Annuities.

Education Planning
A Financial Consultant can walk you through the many ways to save, invest and prepare for the ever-increasing costs of higher education through 529 plans*, education savings accounts and more.

*One should consider the investment objectives, risks, charges and expenses carefully before investing in municipal fund securities. More information about municipal fund securities is available in the issuer's official statement. The official statement should be read carefully before investing.

General Investing
Whether you’re planning for a new or second home, a business venture or some other long-term goal, a Financial Consultant can help you choose investment products designed to help meet your long-term goals including mutual funds, bonds and stocks.

Insurance Protection
Provides comfort knowing you’re protecting yourself, and your family. A Charter One Investment Services Financial Consultant can help you learn more about life insurance, long-term care insurance and disability insurance options.



Understand potential conflicts of interest with mutual fund providers and annuity providers.

Help Guide Me Tool

Let us guide you quickly and easily to determine an investment strategy designed to help meet your goals through our help guide me tool.


Schedule a meeting with your local Financial Consultant

Call 1-888-411-8711

You can also visit a local branch, or we’ll contact you when you fill out the following quick and easy form:


Not sure where to begin?

Get started on the right track by learning more about investing in order to better understand your options:

Investor Basics

General Investing FAQs

Tools & Calculators

Value of a Financial Consultant

 

 

1-888-411-8711

Contact a Charter One Investment Services Financial Consultant today.

Monday to Friday:
8am – 6pm EST

Or, complete our quick and easy form and we'll contact you.

 
Find a Local Branch
Over 1,100 branches close by.
 

 

Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. 1-888-411-8311. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:
· NOT FDIC INSURED  · NOT BANK GUARANTEED  · MAY LOSE VALUE  · NOT A DEPOSIT  · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY



Mutual Funds, Variable Annuities and Unit Investment Trusts are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Consultant. Read it carefully before you invest.