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529 Account

Set aside money for your child’s
education and let it grow tax-deferred.


Resources

Not sure where to begin?

Get started on the right track by learning more about investing in order to better understand your options:


Education Planning Calculator

Want to know how much you may need for college expenses? Use this calculator to develop and fine-tune your education savings plan.

 

 

1-888-411-8711

Contact a Charter One Investment Services Financial Consultant today.

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Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. 1-888-411-8311. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:
· NOT FDIC INSURED  · NOT BANK GUARANTEED  · MAY LOSE VALUE  · NOT A DEPOSIT  · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY



Mutual Funds, Variable Annuities and Unit Investment Trusts are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Consultant. Read it carefully before you invest.



Charter One Investment Services does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circumstances before making any decisions.