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Investment Management

  • Skilled Portfolio Managers
  • Customized investment selections based on your individual needs
  • Frequent account reviews and consistent communication to fulfill common investment duties
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Retirement Rollover

  • Full service IRA asset holding and account management
  • Transfer and invest in a tax-deferred account
  • Different rollover options available
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Estate Planning

  • In-house experts familiar with legal and tax consequences in Pennsylvania and New York
  • Customized estate plan tailored to your wants and needs
  • First Citizens works with you and your advisors
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Estate Administration

  • Asset identification, collection, valuation and management
  • Expertly navigate the probate process
  • Objectively carry out your stated goals
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Trust Administration

  • First Citizens can administer all types of trusts
  • In-house experts familiar with shifting regulations and tax laws
  • Personalized, attentive service throughout the process
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Oil & Gas Management

  • Review leases with declarations, division orders, and check stubs
  • Confirmation of Decimal Interests
  • Evaluation of Post-Production Deductions
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Investments & Trust Team

  • Skilled Portfolio Managers
  • Customized investment selections based on your individual needs
  • Frequent account reviews and consistent communication to fulfill common investment duties
Learn More