Helping you simplify

Who We Are. 

Welcome, I'm Aurelio Callope, a financial consultant in Whitewater, WI and Whitewater resident for over 25 years. Here at First Citizens Investment Services, my goal is to focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understand your personal needs allows me to create a customized wealth management strategy aligned with your short and long term objectives. Plus, by building a lasting, personal relations with you, I am able to help you anticipate and plan for the future.

Our office can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call for a complimentary financial consultation at (262) 473-1408.

Learn more

Discover Hidden Opportunities.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Learn more

Our Approach

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through life's transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Weekly Market Commentary

Each week the LPL Financial Research Team assembles thoughtful insight on market and economic news.

Download Market Commentary

Download Economic Commentary

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Helpful Content

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
Learn More

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Learn More

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!