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207 West Main Street, Whitewater, WI 53190

(262) 473-1408
FCIS@firstcitizensww.com
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Whatever Your Journey,
We'll Plan It Together

Our comprehensive wealth planning process helps you organize the details of your financial life, define your goals, and move toward the life you want.

Let's Build Your Roadmap
We’re Here To Guide You On The Road Ahead

We’re Here To Guide You On The Road Ahead

First Citizens Investment Services is located in First Citizens State Bank, a community institution with roots dating back to 1863. We believe relationships matter, guidance should be personal, and financial planning should help you prepare for more than the question right in front of you.

A Financial Roadmap Built Around Your Life

A Financial Roadmap Built Around Your Life

Your financial life involves more than one account, one decision, or one stage of life. That is why our team takes a comprehensive approach to planning. We help you define your goals, organize the details, and understand how each piece of your financial life connects to the next. The result is a roadmap built around your priorities, your questions, and the future you are working toward.

Work With A Team That Knows The Journey Is Personal

At First Citizens Investment Services, we believe financial guidance should be personal, steady, and built to go the distance with you. Let’s start the conversation.


Schedule A Meeting       Meet Our Team

Comprehensive Financial Services And Solutions

We offer a range of financial planning and investment services designed to help you plan and coordinate every area of your wealth. Each service is often part of a larger conversation focused on helping you take strategic steps for your life and goals.

Financial Planning

Retirement Planning

Pension & Benefits Planning (WRS, ETF)

IRA Rollovers

Investment Management

Wealth Management

Tax Planning Strategies

Estate & Legacy Planning

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Support For Where You Are Today

Our resource library features articles, videos, calculators, and other tools designed to help you learn more about financial planning, retirement, investing, insurance, and related financial topics. It is one more way we support clients with education and practical insight along the way.

Individuals & Families

Individuals & Families

Guidance for the financial decisions, responsibilities, and goals that shape everyday life and long-term planning.

Pre-Retirees

Pre-Retirees

Thoughtful guidance for those preparing to retire and working through the steps that come first.

Retirees

Retirees

Ongoing planning for income, investments, and the questions that continue through retirement.

Government and Public Service
Employees

Government and Public Service
Employees

Specialized guidance for teachers, university employees, WHEDA employees, and others connected to the Wisconsin Retirement System (WRS).

See How We Can Help

Resources For Your Financial Journey

Personalize Your Wealth Strategy with Diverse Investments

Personalize Your Wealth Strategy with Diverse Investments

Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.
Learn More
Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Learn More
What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
Learn More

You Bring Your Questions.
We’ll Build The Plan.

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