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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

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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You Bring Your Questions.
We’ll Build The Plan.

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