Wealth Management Services
Citizens State Bank offers wealth management services
through our affiliation with LPL Financial. If you would like to
work with a financial advisor or have him review your accounts,
Bo Thibodeaux is a Certified Wealth Strategist who prides himself with relationships starting with a face to face meeting so he can
learn about your current financial situation, goals, and dreams!
He also loves being a part of and serving the local community.
He is here to serve YOU! Go See Bo!
LPL Financial offers a variety of products and services to meet your financial needs:
Fixed Index Annuities
Estate Planning Services
Money Purchasing Plans
Profit Sharing Plans
|Disability Income Insurance
If you would like to schedule a visit with Bo to discuss your financial goals, give him a call at (979) 206-2200 or visit his website.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA & SIPC). Insurance products are offered through LPL or its licensed affiliate of Citizens State Bank and are not endorsed, recommended or guaranteed by Citizens State Bank. Registered representatives of LPL offer products and services using LPL Financial and may also be employees of Citizens State Bank and are not endorsed, recommended or guaranteed by Citizens State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, of Citizens State Bank and are not endorsed, recommended or guaranteed by Citizens State Bank. Securities and insurance offered through LPL or its affiliates are not insured by FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations, may lose value.
Citizens State Bank site includes links to other Internet sites. These sites are independent from Citizens State Bank and Citizens State Bank does not endorse, approve, certify or control these sites and does not guarantee the accuracy, completeness, efficacy or timeliness of information contained therein.